Best Investors Account Sign in
Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-26
UT RA APPROVED 2021-02-02
  • TX RA
    APPROVED_RES
    Since 2023-10-26
  • UT RA
    APPROVED
    Since 2021-02-02

Branch Locations

358 N 1100 E, Suite #6, American Fork, UT 84003 • 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
OrganizationCityStateFromTo
Pi Wealth Management Highland UT 04/2017 Present
Lpl Financial, Llc Highland UT 09/2020 Present
Utah Valley University Orem UT 08/2016 05/2020
Bank Of American Fork Orem UT 07/2016 04/2017
  • 04/2017 → Present
    Pi Wealth Management
    Highland, UT
  • 09/2020 → Present
    Highland, UT
  • 08/2016 → 05/2020
    Utah Valley University
    Orem, UT
  • 07/2016 → 04/2017
    Bank Of American Fork
    Orem, UT
Other Businesses

1) 08/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - PI WEALTH MANAGMENT - INVESTMENT RELATED - HIGHLAND, UT 2) 04/24/2024 - Gunther Investment Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/01/2021 - 120 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-30
  • S66 Uniform Combined State Law Examination
    2020-11-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in American Fork, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor