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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-05-18 |
Branch Locations
120 E. St George Blvd, St George, UT 84770 • United States
5025 S Adams Avenue, Ogden, UT 84403 • United States
1268 N Hillfield Rd, Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2000 | Present |
| Goldenwest Credit Union | Odgen | UT | 01/2015 | Present |
| Lpl Financial Llc | Layton | UT | 05/2022 | Present |
1.05/13/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.05/13/2022; Goldenwest CU; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 12/01/2000; 160hrs/mth; hrs during trading 3.05/13/2022; Goldenwest Insurance Agency; Property and Casualty; Investment Related; at Reported Business Location(s); Start Date 01/01/2015; 40hrs/mth; hrs during trading 4.08/19/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Goldenwest Investment Services; Investment Related; at Reported Business Location(s); Start Date 08/24/2026; 160hrs/mth; 140hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-21 |
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