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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-12-03 |
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-05-24 |
Branch Locations
170 S Green Valley Pkwy Ste 300 Ofc #347, Henderson, NV 89012 • 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 |
|---|---|---|---|---|
| Royal Alliance | Newport Beach | CA | 02/2016 | 05/2023 |
| Lpl Financial Llc | Glendale | CA | 05/2023 | Present |
1) 5/10/2023- Jason Financial Services- DBA for LPL Business (entity for LPL business)- Inv Related- at reported business location(s) 2) 5/10/2023- JFS LIFE LLC - Non-Variable Insurance- Agent selling Life, fixed annuities, disability, long term care- Inv. Related- GLENDALE, CA- start date 7/12/2021- 10hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-21 |
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