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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-11-02 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1980 Festival Plaza Drive Suite 410, Las Vegas, NV 89135 • United States
8180 Rafael Rivera Way Ste 305, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Las Vegas | NV | 09/2010 | 10/2021 |
| Lpl Financial Llc | Las Vegas | NV | 10/2021 | Present |
1) 10/2021- Winchell Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- Las Vegas, NV 2) 10/2021- W F G Management LLC- Business Entity For Tax/Investment Purposes Only- Admin- inv. related- Las Vegas, NV
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-23 |
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