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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1436 S. Legend Hills Dr, Ste 324, Clearfield, UT 84015 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1436 S. Legend Hills Dr. Ste 324, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Clearfield | UT | 09/2017 | 03/2025 |
| Mass Mutual Life Insurance Co | Clearfield | UT | 05/2016 | 03/2025 |
| Lpl Financial | Clearfield | UT | 03/2025 | Present |
1) 03/2025 - Intermountain Financial Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 03/2025 - GATES WEALTH GROUP, LLC / Business Entity For Tax/Investment Purposes Only / Inv Related / Syracuse, UT 84075 / Start date 07/01/2020 - 3) 03/2025 - Non-Variable Insurance / Inv Related / Clearfield, UT 84015 / Start date 01/01/2019 - 6 Hrs per month - 15% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
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