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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-01-27
  • UT RA
    APPROVED
    Since 2026-01-27

Branch Locations

7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • 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
Morgan Stanley Salt Lake City UT 12/2023 11/2024
Hyatt Place Salt Lake City UT 02/2022 12/2023
Dyad Labs Salt Lake City UT 09/2021 02/2022
Greenix Pest Control Pittsburgh PA 05/2021 08/2021
Jimmy Johns Salt Lake City UT 09/2017 04/2021
Arrowpoint Solutions Salt Lake City UT 06/2017 08/2017
Subway Salt Lake City UT 12/2016 05/2017
Skyline High School Salt Lake City UT 08/2014 05/2017
Tony Burgers Salt Lake City UT 04/2018 06/2018
Unemployed/Full-Time University Student Salt Lake City UT 12/2024 01/2025
Mountain America West Jordan UT 02/2025 Present
Lpl Financial West Jordan UT 02/2025 Present
  • 12/2023 → 11/2024
    Morgan Stanley
    Salt Lake City, UT
  • 02/2022 → 12/2023
    Hyatt Place
    Salt Lake City, UT
  • 09/2021 → 02/2022
    Dyad Labs
    Salt Lake City, UT
  • 05/2021 → 08/2021
    Greenix Pest Control
    Pittsburgh, PA
  • 09/2017 → 04/2021
    Jimmy Johns
    Salt Lake City, UT
  • 06/2017 → 08/2017
    Arrowpoint Solutions
    Salt Lake City, UT
  • 12/2016 → 05/2017
    Subway
    Salt Lake City, UT
  • 08/2014 → 05/2017
    Skyline High School
    Salt Lake City, UT
  • 04/2018 → 06/2018
    Tony Burgers
    Salt Lake City, UT
  • 12/2024 → 01/2025
    Unemployed/Full-Time University Student
    Salt Lake City, UT
  • 02/2025 → Present
    Mountain America
    West Jordan, UT
  • 02/2025 → Present
    Lpl Financial
    West Jordan, UT
Other Businesses

1- 02/2025 / Mountain America Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-26
S63 Uniform Securities Agent State Law Examination 2024-04-23
  • S65 Uniform Investment Adviser Law Examination
    2026-01-26
  • S63 Uniform Securities Agent State Law Examination
    2024-04-23

View on SEC IAPD

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