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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-15 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
10765 Double R Blvd, Ste 202, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leshack | Sparks | NV | 01/2005 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Sparks | NV | 08/2011 | 07/2021 |
| Waddell & Reed, Inc | Reno | NV | 08/2011 | 07/2021 |
| James Lewis | Reno | NV | 03/2019 | 07/2021 |
| Washoe Wealth Advisors Inc. | Reno | NV | 03/2019 | 07/2021 |
| Lpl Financial Llc | Reno | NV | 07/2021 | Present |
1. 07/2021/Michael Vilardi/Washoe Wealth Advisors/DBA for LPL Business (entity for LPL business)/Investment Related/0 HRS/MO/Reno, NV 2. 8/1/2011/Washoe Wealth Advisors, Inc./Non-Variable Insurance/Investment Related/0 HRS/MO/Reno, NV 3. 07/2021/Washoe Wealth Advisors Inc./Business Entity For Tax/Investment Purposes Only/Investment Related/0 HRS/MO/Reno, NV 4. 03/05/2024 - Le Shack Tahoe LLC - Investment Related - Tahoe City, CA - Real Estate Rental - Owner - Start Date 01/01/2005 - 10 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-30 |
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