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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-07-21 |
Branch Locations
10765 Double R Blvd, Ste 202, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Reno | NV | 08/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Reno | NV | 08/2013 | 07/2021 |
| Skal International | Reno | NV | 04/2015 | 01/2017 |
| Arrowcreek Gc Men'S Club | Reno | NV | 04/2016 | 01/2017 |
| The First Tee Of Northern Nevada | Reno | NV | 01/2018 | 12/2018 |
| Northern California Pga | Vacaville | CA | 01/2018 | 07/2019 |
| James Lewis | Reno | NV | 03/2019 | 07/2021 |
| Washoe Wealth Advisors Inc. | Reno | NV | 03/2019 | 07/2021 |
| Rotary Club Of Reno Central | Reno | NV | 07/2019 | 07/2021 |
| For Kids Foundation | Reno | NV | 02/2020 | 07/2021 |
| Lpl Financial Llc | Reno | NV | 07/2021 | Present |
1) 8/2019 - DBA for LPL Business (entity for LPL business) - Washoe Wealth Advisors - Investment Related - 160 hr/mon - Reno, NV 89521 2) 8/2019 - Business Entity For Tax/Investment Purposes Only - Washoe Wealth Advisors - Not Investment Related - 160 hr/mon - Reno, NV 89521
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-07 |
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