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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-07 |
| OR | RA | APPROVED | 2024-02-15 |
| NV | RA | APPROVED | 2019-02-20 |
Branch Locations
8100 Sw Nyberg St Ste 295, Tualatin, OR 97062 • United States
9480 S Eastern Ave Ste 205, Las Vegas, NV 89123 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Las Vegas | NV | 04/2015 | 09/2016 |
| Waddell & Reed, Inc | Las Vegas | NV | 04/2015 | 09/2016 |
| Citigroup | Las Vegas | NV | 09/2016 | 01/2019 |
| Lpl Financial Llc | Henderson | NV | 02/2019 | Present |
1) 03/27/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:03/15/2019 - 2 hrs/mo - 0 hrs during trading. 2) 07/08/2024 - Havasu AZ 2023 LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/20/2023 - 20 Hours Per Month/ 2 Hours During Trading 3) 10/08/2024 - LV Advisor Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/27/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-11 |
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