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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
10765 Double R Blvd, Ste 202, Reno, NV 89521 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Reno | NV | 10/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Reno | NV | 10/2011 | 07/2021 |
| Washoe Wealth Advisors Inc. | Reno | NV | 03/2019 | 07/2021 |
| Lpl Financial Llc | Reno | NV | 07/2021 | Present |
1) 8/23/2019 - DBA for LPL Business (entity for LPL business) / Washoe Wealth Advisors, Inc / Investment Related / Reno, NV 89521 2) 10/2011 - Non-Variable Insurance / James Lewis / Investment Related / 1Hr/Mo / Reno, NV 89521
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-08 |
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