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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Salt Lake City | UT | 05/2018 | 10/2021 |
| Bank Of The West | Salt Lake City | UT | 11/2015 | 10/2021 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | 10/2024 |
| Zions Bank | Salt Lake City | UT | 11/2024 | Present |
1 - 10/2024 - Zions Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-17 |
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