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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
3225 W 4700 S, Taylorsville, UT 84129 • United States
267 N 2000 W, West Point, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 08/2023 | 04/2024 |
| Deseret First Credit Union | South Jordan | UT | 09/2021 | 08/2023 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 08/2019 | 07/2021 |
| Airborne Sports Llc | Draper | UT | 11/2018 | 06/2019 |
| Pebblebrook Golf Course/Schneiter Golf, Llc | Sandy | UT | 03/2017 | 11/2018 |
| Canyons School District | Sandy | UT | 08/2016 | 03/2017 |
| Salt Lake County Parks And Recreation/Dimple Dell Recreation | Sandy | UT | 01/2018 | 07/2018 |
| Alta High School | Sandy | UT | 08/2015 | 06/2019 |
| Utah Valley University | Sandy | UT | 08/2021 | 12/2022 |
| Ensign College | Salt Lake City | UT | 01/2023 | 07/2023 |
| Salt Lake Community College | Sandy | UT | 08/2017 | 06/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2024 | 05/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2025 | Present |
1- 05/15/2025 - Deseret First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-13 |
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