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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-20
UT RA APPROVED 2025-09-22
  • TX RA
    APPROVED
    Since 2026-08-20
  • UT RA
    APPROVED
    Since 2025-09-22

Branch Locations

2984 East Mall Drive, St George, UT 84790 • United States

410 N Main, Cedar City, UT 84720 • United States

3582 Pioneer Parkway, Santa Clara, UT 84765 • United States

3451 St Rose Parkway, Henderson, NV 89052 • United States

580 West Pioneer Blvd, Mesquite, NV 89027 • United States

190 W Center St, Kanab, UT 84741 • United States

1155 West State St, Hurricane, UT 84737 • United States

2104 West Sunset Blvd., St George, UT 84770 • United States

7280 W. Lake Mead Blvd, Las Vegas, NV 89128 • United States

1701 Royal Hunte Drive, Cedar City, UT 84720 • United States

1045 South Central Street, Colorado City, AZ 86021 • United States

5055 S Desert Color Pkwy, St George, UT 84790 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zions Bank Salt Lake City UT 10/2023 09/2024
Zions Bank Salt Lake City UT 05/2023 08/2023
Chase Bank St. George UT 02/2022 06/2022
Zions Bank Salt Lake City UT 06/2022 08/2022
Express Tints St. George UT 07/2020 08/2021
Robinson Transport Salina UT 04/2016 07/2020
Utah Tech University St. George UT 08/2020 12/2023
Lpl Financial Salt Lake City UT 10/2023 09/2024
Mountain America Credit Union St George UT 11/2024 Present
Lpl Financial St George UT 09/2025 Present
  • 10/2023 → 09/2024
    Zions Bank
    Salt Lake City, UT
  • 05/2023 → 08/2023
    Zions Bank
    Salt Lake City, UT
  • 02/2022 → 06/2022
    Chase Bank
    St. George, UT
  • 06/2022 → 08/2022
    Zions Bank
    Salt Lake City, UT
  • 07/2020 → 08/2021
    Express Tints
    St. George, UT
  • 04/2016 → 07/2020
    Robinson Transport
    Salina, UT
  • 08/2020 → 12/2023
    Utah Tech University
    St. George, UT
  • 10/2023 → 09/2024
    Lpl Financial
    Salt Lake City, UT
  • 11/2024 → Present
    Mountain America Credit Union
    St George, UT
  • 09/2025 → Present
    Lpl Financial
    St George, UT
Previous Registrations
  • 2024-04-16 → 2024-09-27
    Salt Lake City, UT
    Richfield, UT
    Richfield, UT
Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services - Investment Related - At Reported Business Location (s) - Start Date: 09/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-12
  • S66 Uniform Combined State Law Examination
    2024-04-12

View on SEC IAPD

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