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James Wyatt Schilling

LPl Financial LLC

Las Vegas, NV

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
NV RA APPROVED 2023-11-17
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • NV RA
    APPROVED
    Since 2023-11-17

Branch Locations

3057 East Warm Springs Rd #400, Las Vegas, NV 89120 • 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
Valet Living Tampa FL 02/2019 10/2022
Equitable Advisors, Llc New York NY 05/2022 10/2022
United States Marine Corps - Reserves Las Vegas NV 06/2018 10/2022
Coronado High School Henderson NV 08/2014 06/2018
Guardian Life Insurance Company Las Vegas NV 10/2022 09/2023
Park Avenue Securities Llc Las Vegas NV 10/2022 09/2023
Lpl Financial Llc Las Vegas NV 09/2023 Present
  • 02/2019 → 10/2022
    Valet Living
    Tampa, FL
  • 05/2022 → 10/2022
    Equitable Advisors, Llc
    New York, NY
  • 06/2018 → 10/2022
    United States Marine Corps - Reserves
    Las Vegas, NV
  • 08/2014 → 06/2018
    Coronado High School
    Henderson, NV
  • 10/2022 → 09/2023
    Guardian Life Insurance Company
    Las Vegas, NV
  • 10/2022 → 09/2023
    Las Vegas, NV
  • 09/2023 → Present
    Las Vegas, NV
Previous Registrations
Other Businesses

1) 10/2023 - Danielson Financial Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month - 100% Time Spent 2) 10/2023 - United States Marine Corps Reserves / Outside/W-2 Employment / Not Inv. Related / Las Vegas, NV / start date 06/04/2018 - 16 Hrs per month - 5 % Time Spent 3) 04/09/2024 - Dynamic Financial Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/10/2024 - 160 Hrs/Mo; 40 Hrs During Trading. 4) 12/31/2025 - Real Estate Rental - Investment Related - Henderson, NV - Start Date 12/01/2025 - 2 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-25
  • S66 Uniform Combined State Law Examination
    2022-02-25
Other Names
  • Wyatt Schilling

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