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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-17 |
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 10/2016 | 11/2018 |
| Palmer Book Keeping, Llc | South Jordan | UT | 02/2016 | 11/2016 |
| Progressive Leasing, Llc | Draper | UT | 03/2016 | 11/2016 |
| Fidelity Personal And Workplace Advisors | American Fork | UT | 07/2018 | 11/2018 |
| Mass Mutual Life Insurance Company | Lehi | UT | 02/2019 | 07/2020 |
| Mml Investors Services | Lehi | UT | 08/2019 | 07/2020 |
| Pruco Securities, Llc. | South Jordan | UT | 08/2020 | 05/2022 |
| Prudential Insurance Company Of America | South Jordan | UT | 08/2020 | 05/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 05/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2025 | Present |
1- 05/15/2025 - Deseret First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-19 |
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