Jose Alexander Bonilla

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 04/2024
  Wfgia
  Las Vegas, NV
• 06/2016 → 04/2024
  Transamerica Financial Advisors, Inc
  Las Vegas, NV
• 11/2006 → 08/2019
  Spring Valley Hospital Medical Center
  Las Vegas, NV
• 03/2021 → 04/2024
  Netlaw
  Louisville, KY
• 03/2021 → 04/2024
  Legacy Shield
  Ponte Vedra, FL
• 01/2016 → 04/2024
  Wealthwave
  Las Vegas, NV
• 01/2024 → 04/2024
  Champion Health, Inc.
  Scottsdale, AZ
• 04/2024 → Present
  Lpl Financial, Llc
  Las Vegas, NV
• 04/2024 → Present
  Gladstone Wealth Partners
  Las Vegas, NV

Previous Registrations

• 2024-04-30 → 2025-07-07
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Las Vegas, NV
• 2022-01-06 → 2024-04-29
  Transamerica Financial Advisors, Llc
  Las Vegas, NV

Other Businesses

1) 04/18/2024 - Nevada Notary - Inv. Related - Las Vegas, NV - Start date 02/12/2022 - 1 Hrs per month - 1 % Time Spent 2) 04/18/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 04/05/2024 - 160 Hrs per month 8Hrs during Trading/ 100% Time Spent 3) 04/18/2024 - Coyer Financial Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 04/05/2024 - 160 Hrs per month 8 hrs during Trading 4) 09/27/2024 - One Resource Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/07/2024 - 10 Hours Per Month/ 2 Hours During Trading 5) 09/02/2025 - Integrity - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/27/2025 - 10 Hours Per Month/ 0 Hours During Trading 6) 04/27/2026 - Divergent Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/27/2026 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-27
• S63 Uniform Securities Agent State Law Examination
  2020-01-06

Other Names

• Jose Bonilla
• Jose Alexander Bonillaaguilar
• Jose Alexander Bonilla-Aguilar
• Alex Bonilla
• Jose Alexander Bonilla