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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
| UT | RA | APPROVED | 2023-03-20 |
Branch Locations
957 E 6600 S, Murray, UT 84121 • United States
American Fork, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 03/2023 |
| Savage Services | Midvale, | UT | 11/2011 | 01/2018 |
| Lpl Financial Llc | Salt Lake City | UT | 03/2023 | Present |
| Utah Power Credit Union | Salt Lake City | UT | 03/2023 | Present |
1) 03/2023 - MEMBERS FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Inv. Related - Salt Lake City, UT 2) 03/2023 - Brickhouse Bees LLC - Business Owner - Non-inv. Related - American Fork, UT - Spouse of Owner and Beneficiary - Start Date 05/24/2022 - 0hrs/month 3- 03/2012/Botkin Family Trust / FAMILY TRUST / INVESTMENT RELATED / HIGHLAND, UT 4) 04/03/2025 - Stickland LLC - Investment Related- DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/11/2024 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-03 |
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