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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-23 |
| ID | RA | APPROVED | 2025-06-23 |
Branch Locations
15303 Ventura Boulevard Suite 1550, Sherman Oaks, CA 91403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2017 | 08/2021 |
| Northwestern Mutual Investment Services, Llc | Farmington | UT | 12/2017 | 08/2021 |
| Vail Resorts | Broomfield | CO | 11/2016 | 03/2017 |
| Weber State University | Ogden | UT | 08/2016 | 04/2023 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Idaho Falls | ID | 06/2024 | 03/2025 |
| Bank Of America, N.A. | Idaho Falls | ID | 08/2024 | 03/2025 |
| Unemployed | Rexburg | ID | 04/2025 | 06/2025 |
| Lpl Enterprise Llc | Rexburg | ID | 06/2025 | Present |
1. 06/18/2025 - Washington Terrace Mountain View Estates LLC - Business Owner - INV REL - Ogden, UT - Start Date 01/01/2024 - 5 HRS/MO | 0 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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