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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-10 |
| UT | RA | APPROVED | 2018-08-10 |
Branch Locations
6995 Union Park Ctr Ste 320, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic | Provo | UT | 01/2016 | 08/2017 |
| Cottonwood Residential | Cottonwood Heights | UT | 05/2017 | 04/2018 |
| Lawn Care | Salt Lake City | UT | 04/2008 | 05/2017 |
| Brigham Young University | Provo | UT | 09/2012 | 04/2018 |
| Lpl Financial, Llc | Midvale | UT | 05/2018 | Present |
1. 6/20/2018 - Wagstaff & Crawford - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/7/2018 - 80 Hours Per Month/4 Hour During Securities Trading - Time Spent 85%. 2. 4/8/2019 - WC Administrators - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Office Administrator - Started 05/07/2018 - 25 Hours Per Month/2 Hours During Securities Trading. 3. 12/17/2019 - Intermountain Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2019 - 8 Hours Per Month/4 Hours During Securities Trading. 4. 1/9/2020 - Intermountain Partners - Not Investment Related - Home Based - Other-Networking Business - Partner/Owner - Start Date: 01/01/2020 - 6 Hours Per Month/4 Hours During Securities Trading. 5. 3/31/2021 - Highland Insurance - Not Investment Related - 6375 S Highland Dr. Salt Lake City, UT 84121 - Property and Casualty - Started 05/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading. 6. 9/14/2021 - HDH Planning Services, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 09/01/2021 - 0 Hours Per Month. 7. 08/22/2022 - No Business Name - Investment Related - Midvale, UT 84047,Holladay, UT 84121 - Real Estate Rental - Start Date - 07/03/2019 - 7 Hours Per Month/1 Hours During Securities Trading. 8. 02/01/2024 - Howey Holdings LLC - Non-Inv Related - Business Owner - Member of LLC and Capital Partner - Started: 7/1/2021 - 0Hrs/Mth - 0 Hrs During Trading. 9. 07/11/2025 - Pageport, Inc. - Not Investment Related - Outside/W-2 Employment - Lehi, UT - Start Date:05/01/2025 - 8 Hrs/Mth - 8 Hrs During Trading. 10. 06/12/2026 - The Electrician's Financial Advisor (electricianadvisors.com) - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-26 |
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