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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-15
  • UT RA
    APPROVED
    Since 2025-05-15

Branch Locations

3225 W 4700 S, Taylorsville, UT 84129 • United States

267 N 2000 W, West Point, UT 84015 • 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
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
  • 08/2023 → 04/2024
    Fidelity Investments
    Salt Lake City, UT
  • 09/2021 → 08/2023
    Deseret First Credit Union
    South Jordan, UT
  • 08/2019 → 07/2021
    The Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 11/2018 → 06/2019
    Airborne Sports Llc
    Draper, UT
  • 03/2017 → 11/2018
    Pebblebrook Golf Course/Schneiter Golf, Llc
    Sandy, UT
  • 08/2016 → 03/2017
    Canyons School District
    Sandy, UT
  • 01/2018 → 07/2018
    Salt Lake County Parks And Recreation/Dimple Dell Recreation
    Sandy, UT
  • 08/2015 → 06/2019
    Alta High School
    Sandy, UT
  • 08/2021 → 12/2022
    Utah Valley University
    Sandy, UT
  • 01/2023 → 07/2023
    Ensign College
    Salt Lake City, UT
  • 08/2017 → 06/2019
    Salt Lake Community College
    Sandy, UT
  • 04/2024 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Salt Lake City, UT
Previous Registrations
  • 2024-05-28 → 2025-05-15
    Cuso Financial Services, L.P.
    Salt Lake City, UT
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-23
S63 Uniform Securities Agent State Law Examination 2023-11-13
  • S66 Uniform Combined State Law Examination
    2024-05-23
  • S63 Uniform Securities Agent State Law Examination
    2023-11-13
Other Names
  • Dylan Ricord

View on SEC IAPD

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