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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-11-14 |
Branch Locations
1980 Festival Plaza Dr Ste 300, Las Vegas, NV 89135 • 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 |
|---|---|---|---|---|
| University Medical Center | Las Vegas | NV | 03/1998 | 10/2022 |
| Rental Property | Las Vegas | NV | 02/1995 | 11/2021 |
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 01/2012 | 12/2016 |
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 02/2017 | 12/2020 |
| United Companies Llc | Henderson | NV | 06/2016 | 03/2018 |
| Senior Citizens Advisory Board, City Of Las Vegas | Las Vegas | NV | 06/2017 | Present |
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 03/2021 | 10/2024 |
| Lpl Financial | Las Vegas | NV | 10/2024 | Present |
1- 10/2024 / Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 10/11/2024 2- 10/2024 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 10/21/2024 3- 10/2024 / One Resource Group / Non-Variable Insurance / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 10/21/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-15 |
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