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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-14 |
Branch Locations
1981 S. Painter Ln., Westhaven, UT 84401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weber School District | Ogden | UT | 12/2010 | 08/2017 |
| Evelar Solar | Salt Lake City | UT | 08/2016 | 08/2017 |
| Modern Woodmen Of America | Rock Island | IL | 07/2017 | 03/2023 |
| Mwa Financial Services Inc. | Rock Island | IL | 07/2017 | 03/2023 |
| The Prudential Insurance Company Of America | South Jordan | UT | 03/2023 | Present |
| Pruco Securities Llc | South Jordan | UT | 03/2023 | 11/2024 |
| Lpl Enterprise, Llc | Westhaven | UT | 11/2024 | Present |
07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-08 |
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