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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-28 |
| NV | RA | APPROVED | 2026-07-27 |
Branch Locations
509 Wilcox Street, Suite 111, Castle Rock, CO 80104 • United States
8345 West Sunset Road Suite 370, Las Vegas, NV 89113 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Valic Financial Advisors | Las Vegas | NV | 06/2010 | 10/2023 |
| Agia | Houston | TX | 12/2022 | 10/2023 |
| Lincoln Investment | Fort Washington | PA | 10/2023 | 07/2026 |
| Capital Analysts | Fort Washington | PA | 10/2023 | 07/2026 |
| Lpl Financial | Las Vegas | NV | 07/2026 | Present |
1. 07/2026 - Mark Dunn - Insurance - Non-Variable Insurance - Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – Las Vegas NV 89113 – OBA Start Date: 05/18/2026 2. 07/2026 - APOLLO STRATEGIC ADVISORS, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/27/2026 3. 07/2026 - Mark Dunn Business Entity - Business Owner - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Las Vegas NV 89166 – OBA Start Date: 05/18/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-30 |
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