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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-11 |
| UT | RA | APPROVED | 2024-05-07 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Salt Lake City | UT | 10/2016 | 10/2017 |
| Smedley Financial Services | Salt Lake City | UT | 08/2016 | 10/2017 |
| U.S. Bancorp Investments, Inc. | Salt Lake City | UT | 11/2017 | 04/2024 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2024 | Present |
| Zions Bank | Salt Lake City | UT | 05/2024 | Present |
1) 05/06/2024 - Zion Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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