Spencer N Taggart

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-05-15
UT	RA	APPROVED	2025-05-15

TX RA
APPROVED_RES

Since 2025-05-15
UT RA
APPROVED

Since 2025-05-15

Branch Locations

425 Heritage Park Blvd, Layton, UT 84041 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cuso Financial Services, Lp	San Diego	CA	11/2016	05/2025
America First Credit Union	Layton	UT	11/2015	11/2016
Lpl Financial Llc	Odgen	UT	05/2025	Present

11/2016 → 05/2025

Cuso Financial Services, Lp

San Diego, CA
11/2015 → 11/2016

America First Credit Union

Layton, UT
05/2025 → Present

Lpl Financial Llc

Odgen, UT

Previous Registrations

2018-06-26 → 2025-05-15

Cuso Financial Services, L.P.

Layton, UT

San Diego, CA

Centerville, UT

Roy, UT

Odgen, UT

Layton, UT

Other Businesses

1. 5/15/2025: America First Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-22

S66 Uniform Combined State Law Examination

2018-06-22

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews