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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
| UT | RA | APPROVED | 2022-01-04 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Capital Partners | Newport Beach | CA | 06/2018 | 08/2018 |
| Brigham Young University | Provo | UT | 08/2014 | 04/2019 |
| Merrill Financial Associates | Provo | UT | 11/2016 | 01/2018 |
| Utah Empire | Orem | UT | 08/2016 | 11/2016 |
| Merrill Financial Associates | Provo | UT | 06/2019 | 01/2022 |
| Commonwealth Financial Network | San Diego | CA | 06/2019 | 01/2022 |
| Lpl Financial, Llc | Orem | UT | 01/2022 | Present |
1. 01/04/2022 - WALKER-COVEY WEALTH ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ OREM, UT 2. 01/04/2022 - Tamarack Management Holdings LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 2021 - 1 Hour Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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