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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-01 |
| UT | RA | APPROVED | 2024-02-13 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
12271 South 900 East, Draper, UT 84020 • United States
903 E 12300 S, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 09/2017 | 02/2024 |
| Northwestern Mutual | Provo | UT | 05/2017 | 09/2017 |
| Vivint | Provo | UT | 05/2015 | 05/2017 |
| Brigham Young University | Provo | UT | 09/2011 | 04/2017 |
| Zions Bank | Salt Lake City | UT | 02/2024 | Present |
| Lpl Financial | Salt Lake City | UT | 02/2024 | Present |
1. 02/15/2024 - Zion Wealth Advisors - Inv. Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/12/2024 - 160 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
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