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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| UT | RA | APPROVED | 2012-12-18 |
Branch Locations
6995 Union Park Ctr Ste 320, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Salt Lake City | UT | 12/2012 | Present |
1. 11/09/2012 - DBA ONLY - WAGSTAFF & CRAWFORD - TIME SPENT 80% - SALT LAKE CITY, UT. 2. 11/12/2012 - REAL ESTATE RENTAL - WAGSTAFF PROPERTIES - OWNER/LANDLORD - SALT LAKE CITY, UT. 3. 11/27/2013: NON-VARIABLE INSURANCE - WAGSAFF AND CRAWFORD - SELL INSURANCE. - TIME SPENT 5% - SALT LAKE CITY, UT. 4. 05/08/2014- TAX PREP / ACCOUNTING / BOOKKEEPING- I PREPARE TAXES FOR A SMALL NUMBER OF CLIENTS. FEDERAL AND STATE INCOME TAX RETURNS.- TIME SPENT 1% SALT LAKE CITY UT 5. 10/12/2022 - WC Administrators - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Start Date - 01/01/2018 - 15 Hours Per Month/15 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-22 |
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