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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-04-09 |
Branch Locations
320 E. Warm Springs Rd., Ste 3, Las Vegas, NV 89119 • 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 |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 09/2016 | 08/2020 |
| Ipiwm | Decatur | IL | 08/2020 | 04/2025 |
| Investment Planners Inc. | Decatur | IL | 08/2020 | 04/2025 |
| Lpl Financial Llc | Las Vegas | NV | 04/2025 | Present |
1) 04/2025 - RGB Real Estate Properties LLC / Real Estate Rental / Managing Member / Inv Related / Las Vegas, NV 89119 / Start date 03/09/2021 - 1 Hrs per month - 1 % Time Spent 2) 04/2025 - Barson Insurance & Financial Services LLC / Insurance Agency / Inv Related / Las Vegas, NV 89119 / Start date 10/07/2013 - 120 Hrs per month - 50 % Time Spent 3) 10/07/2025- Coyer Financial Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/30/2025 4) 10/07/2025- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/30/2025 5) 10/07/2025- Priority Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/30/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-12 |
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