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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-27 |
| NV | RA | APPROVED | 2026-07-27 |
Branch Locations
509 Wilcox Street, Suite 111, Castle Rock, CO 80104 • United States
8345 West Sunset Road Suite 370, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Globe Life (American Income Life Division) | Las Vegas | NV | 02/2022 | 06/2022 |
| Beer Park | Las Vegas | NV | 06/2022 | 11/2022 |
| Vegas Upholstery | Las Vegas | NV | 12/2020 | 02/2021 |
| Encore Beach Club | Las Vegas | NV | 03/2020 | 11/2021 |
| University Of Nevada, Las Vegas | Las Vegas | NV | 08/2016 | 12/2021 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 12/2022 | 10/2023 |
| Liquid Courage | Las Vegas | NV | 10/2022 | 06/2025 |
| Diamond Resorts | Las Vegas | NV | 04/2016 | 10/2016 |
| Lincoln Investment | Fort Washington | PA | 10/2023 | 07/2026 |
| Capital Analysts | Fort Washington | PA | 10/2023 | 07/2026 |
| Lpl Financial | Las Vegas | NV | 07/2026 | Present |
1. 07/2026 - Apollo Strategic Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 00 Hour(s)/Month – 00 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 07/27/2026 2. 07/2026 - Jake - Outside insurance - Non-Variable Insurance - Inv Related – 05 Hour(s)/Month – 00 Hour(s) During Trading – Las Vegas, NV 89183 – OBA Start Date: 05/19/2026 3. 07/2026 - Jake Digregorio - Business Entity For Tax/Investment Purposes Only - Inv Related – 00 Hour(s)/Month – 00 Hour(s) During Trading – Las Vegas, NV 89183 – OBA Start Date: 05/19/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-19 |
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