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7477 West Lake Mead Blvd Ste 270, Las Vegas, NV 89128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
| CA | RA | APPROVED | 2024-05-24 |
| AZ | RA | APPROVED | 2023-07-05 |
| NV | RA | APPROVED | 2023-07-05 |
Branch Locations
3707 E Southern Avenue Suite 2027, Mesa, AZ 85206 • United States
7477 West Lake Mead Blvd Ste 270, Las Vegas, NV 89128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Scottsdale | AZ | 03/2015 | 06/2023 |
| Lpl Financial Llc | Las Vegas | NV | 06/2023 | 01/2025 |
| Backbone Planning Partners Llc | Las Vegas | NV | 06/2023 | Present |
1) 06/26/2023 - Mattress and Furniture Surplus - Business Owner - Utah 84604 - Non investment related - 10 Hours per month - Start date: 12/1/2015. 2) 06/26/2023 - Non-Variable Insurance - Selling: IUL, UL, WL and fixed annuities - AZ 85234 - Investment related - Hours per month - Start date: 8 6/30/2023. 3) 06/26/2023 - Backbone Planning Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 06/26/2023 - Oak Tree Venture Group, LLC - Business Entity For Tax/Investment Purposes Only - Utah 84604 - Non investment related - 10 Hours per month - Start date: 1/1/2021. 5) 06/26/2023 - Austin Lee Peterson - Radio Show - AZ 85234 - Noninvestment related - 4 Hours per month - Start date: 5/5/2020. 6) 07/05/2023 - Backbone Planning Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 6/30/2023 - 160 Hours Per Month/ 160 Hours During Trading - Time Spent 92% - I provide investment advisory services through Backbone Planning Partners, LLC, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-04 |
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