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Jedd Ivar Galang Alcantara

LPl Financial LLC

Las Vegas, NV

CRD 6654119

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

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

Branch Locations

8180 Rafael Rivera Way Ste 305, Las Vegas, NV 89113 • 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
Waddell & Reed Inc Las Vegas NV 06/2016 07/2021
Various Insurance Carriers For W&R Insurance Agencies Las Vegas NV 11/2016 07/2021
Downtown Grand/ Laz Parking Las Vegas NV 06/2015 12/2016
Spring Valley Montessori School Las Vegas NV 06/2017 07/2021
Lpl Financial Llc Las Vegas NV 07/2021 Present
  • 06/2016 → 07/2021
    Waddell & Reed Inc
    Las Vegas, NV
  • 11/2016 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Las Vegas, NV
  • 06/2015 → 12/2016
    Downtown Grand/ Laz Parking
    Las Vegas, NV
  • 06/2017 → 07/2021
    Spring Valley Montessori School
    Las Vegas, NV
  • 07/2021 → Present
    Las Vegas, NV
Previous Registrations
  • 2016-10-25 → 2021-07-21
    Waddell & Reed
    Las Vegas, NV
    Riverside, CA
    Las Vegas, NV
    Las Vegas, NV
Other Businesses

1) 06/01/2022 - Collective Advisors - Investment Related - Las Vegas, NV 89113 - Real Estate Rental - Part-owner - Start Date - 05/26/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading. 2) 09/20/2022 - Cernun Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 09/09/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 3) 02/15/2024 - S&A Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/15/2024 - 160 Hrs/Mo; 6 Hrs During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-13
  • S66 Uniform Combined State Law Examination
    2016-10-13
Other Names
  • Jedd Alcantara

View on SEC IAPD

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