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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-07-03 |
Branch Locations
3027 East Warm Springs Rd #100, Las Vegas, NV 89120 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Las Vegas | NV | 02/2013 | 02/2022 |
| Massmutual Life Insurance Company | Las Vegas | NV | 11/2022 | 12/2022 |
| Mml Investors Services, Llc | Las Vegas | NV | 11/2022 | 12/2022 |
| Brinc Drones Inc | Seattle | WA | 03/2022 | 06/2022 |
| Self Employed | Las Vegas | NV | 07/2022 | 05/2023 |
| Danielson Financial Group | Las Vegas | NV | 01/2013 | 02/2022 |
| Lpl Financial, Llc | Las Vegas | NV | 06/2023 | Present |
1- 06/2023 / C GAYDOSH CPA PLLCOther / Tax Prep/Accounting/CPA / Investment Related / 3 HRS MNTH/start date 3/31/2023 2- 06/2023 / Rental Property / Real Estate Rental / Investment Related / 1 HRS MNTH / start date 6/6/2022 3- 06/2023 / Danielson Financial Group / DBA for LPL Business (entity for LPL business) / 4) 03/13/2025 - CARLENE BARAJAS - Not Investment Related - Tax Prep/Accounting/CPA - Home Based - Start Date:01/01/2025 - 6 Hrs/Mth - 0 Hrs During Trading. 5) 03/13/2025 - CARLENE BARAJAS - Not Investment Related - Tax Prep/Accounting/CPA - Home Based - Start Date:03/01/2022 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-02 |
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