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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-27 |
Branch Locations
7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-23 |
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