Best Investors Account Sign in

Caleb Matthew Mcfarland

LPl Financial LLC

Centerville, UT

Claim This Profile
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

451 West Parrish Lane, Centerville, UT 84014 • 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
Cuso Financial Services, Lp Centerville UT 05/2024 05/2025
Powerhouse Floor Removal Clearfield UT 08/2023 05/2024
The Church Of Jesus Christ Of Latter-Day Saints Dallas TX 08/2021 08/2023
Bonneville Meats Roy UT 08/2020 08/2021
Mcfarland Family Farms West Weber UT 05/2014 08/2020
Lpl Financial Llc Centerville UT 05/2025 Present
  • 05/2024 → 05/2025
    Cuso Financial Services, Lp
    Centerville, UT
  • 08/2023 → 05/2024
    Powerhouse Floor Removal
    Clearfield, UT
  • 08/2021 → 08/2023
    The Church Of Jesus Christ Of Latter-Day Saints
    Dallas, TX
  • 08/2020 → 08/2021
    Bonneville Meats
    Roy, UT
  • 05/2014 → 08/2020
    Mcfarland Family Farms
    West Weber, UT
  • 05/2025 → Present
    Centerville, UT
Previous Registrations
  • 2025-04-09 → 2025-05-15
    Cuso Financial Services, L.P.
    Centerville, UT
Other Businesses

1- 05/2025 - Clearfield Duplex - Real Estate Rental - Property Owner - Not Investment Related - Clearfield, UT - Start Date 06/10/2024 - 1 hour per month/ 0 hours during trading 2- 10/28/2025 - America 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 2025-04-08
  • S66 Uniform Combined State Law Examination
    2025-04-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Centerville, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor