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James Paul Olivero

LPl Financial LLC

Reno, NV

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2021-07-21
  • NV RA
    APPROVED
    Since 2021-07-21

Branch Locations

10765 Double R Blvd, Ste 202, Reno, NV 89521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Various Insurance Carriers For W&R Insurance Agencies Sparks NV 04/2012 07/2021
Waddell & Reed, Inc Reno NV 04/2012 07/2021
James Lewis Reno NV 01/2017 07/2021
Lpl Financial Llc Reno NV 07/2021 Present
  • 04/2012 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Sparks, NV
  • 04/2012 → 07/2021
    Waddell & Reed, Inc
    Reno, NV
  • 01/2017 → 07/2021
    James Lewis
    Reno, NV
  • 07/2021 → Present
    Lpl Financial Llc
    Reno, NV
Previous Registrations
  • 2012-04-11 → 2021-07-21
    Waddell & Reed
    Reno, NV
    Seattle, WA
    Reno, NV
  • 2007-09-19 → 2012-04-04
    Edward Jones
    Sparks, NV
    Spanish Springs, NV
    St Louis, MO
Other Businesses

1- 07/2021 / DBA for LPL Business (entity for LPL business) / Washoe Wealth Advisors / Investment Related / RENO, Nevada

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-07
  • S66 Uniform Combined State Law Examination
    2007-09-07
Other Names
  • James Olivero
  • Jim Olivero

View on SEC IAPD

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GW FINANCIAL
TREO VENTURES, LLC
ELEVAGE PARTNERS, LLC
DISCRETIONARY INC.

Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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