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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-23 |
| UT | RA | APPROVED | 2023-11-20 |
Branch Locations
447 N 300 W, Suite 6, Kaysville, UT 84037 • United States
240 N E Promonotory Ste 200, Farmington, UT 84025 • United States
7452 S Campus View Ste 2B, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Clearfield | UT | 09/2017 | 11/2023 |
| World Financial Group, Inc. | Clearfield | UT | 01/2017 | 11/2023 |
| Olandos | Kaysville | UT | 07/2015 | 03/2017 |
| Great Western Insurance Company | Layton | UT | 01/2018 | 02/2022 |
| Helgesen, Houtz & Jones | Layton | UT | 06/2019 | 11/2023 |
| Lpl Financial Llc | Layton | UT | 11/2023 | Present |
1)11/14/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 2)11/14/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 3)11/14/2023 - One Resource Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 4)11/14/2023 - Helgesen,Houtz & Jones - Paralegal - Non-Inv Rel - Kaysville, UT - Start: 06/2019 - 2 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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