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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
| NV | RA | APPROVED | 2025-02-12 |
| UT | RA | APPROVED | 2025-02-12 |
Branch Locations
789 E Bamberger Dr Ste C, American Fork, UT 84003 • United States
American Fork, UT • United States
8180 Rafael Rivera Way Ste 305, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Desert Mutual Benefits Administrator | Salt Lake City | UT | 05/2019 | 08/2019 |
| Brigham Young University | Provo | UT | 06/2014 | 04/2020 |
| Dentist Advisors | South Jordan | UT | 09/2019 | 01/2025 |
| Lpl Financial, Llc | American Fork | UT | 01/2025 | Present |
1- 02/11/2025 - Dentist Advisors - Outside/W-2 Employment - Not Inv Rel - Start date: 01/01/2025 - 5Hrs/mnth 2- 02/11/2025 - Powell Naylor LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Rel - Home Based - Start date: 01/01/2025 - 160Hrs/mnth 5 hrsduring trading 3. 07/29/2025 - Gauge Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business location(s) - Start date: 07/28/2025 - 5Hrs/mnth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-15 |
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