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9550 S Eastern Ave. Ste. 253, Las Vegas, NV 89123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-22 |
Branch Locations
9550 S Eastern Ave. Ste. 253, Las Vegas, NV 89123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donald A Wong Jr. Holdings | Las Vegas | NV | 08/2008 | Present |
| Lincoln Financial Securities Corporation | Radnor | PA | 03/2014 | 07/2019 |
| Dwj, Llc | Las Vegas | NV | 08/2022 | Present |
1) DWJ AGENCY, 3726 LAS VEGAS BLVD, LAS VEGAS, NV CATEGORY: OTHER INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: DBA USED FOR NON-SECURITIES AND ADVISORY ACTIVITIES MARKETED TO SPORTS AND ENTERTAINMENT CLIENTS, START DATE: 7/2008 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 2) NAME AND ADDRESS: DONALD A WONG JR INSURANCE AGENCY DBA COSMOPOLITAN INSURANCE GROUP, 9550 S EASTERN AVE. SUITE 220, LAS VEGAS NV 89123 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERS ACCIDENT INSURANCE, DISABILITY INSURANCE, PROPERTY AND CASUALTY INSURANCE PRODUCTS START DATE: 10/2013 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 6)DNA Financials, Inc., 8925 W FLAMINGO ROAD, UNIT 106, LAS VEGAS, NV 89147 Category: Insurance Investment -Related: Yes Title: Owner, Agent Duties: Brand name used to offers disability insurance, fixed/indexed annuities and traditional life insurance products. Start Date: 5/1/2016 Hours per month: 120 Hours per month during trading hours: 120
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-21 |
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