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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-02 |
| UT | RA | APPROVED | 2024-02-15 |
Branch Locations
7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trio Cafe | Salt Lake City | UT | 10/2012 | 03/2018 |
| Stanza Italian Bistro | Salt Lake City | UT | 04/2016 | 02/2017 |
| Jones Waldo Holbrook And Mcdonough Pc | Salt Lake City | UT | 04/2014 | 03/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2018 | 03/2020 |
| Trio Cafe | Salt Lake City | UT | 03/2020 | 03/2023 |
| Keybank | Salt Lake City | UT | 04/2023 | 01/2024 |
| Key Investment Services | Salt Lake City | UT | 06/2023 | 01/2024 |
| Mountain America Cu | Salt Lake City | UT | 01/2024 | Present |
| Lpl Financial | Salt Lake City | UT | 01/2024 | Present |
1) 1/2024 - Mountain America Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At 735 South State Street Salt Lake City, UT 84124 Full time including trading hours. Wealth planning and advising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
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