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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-17 |
Branch Locations
4840 Blue Diamond Rd Ste 100 Suite 100, Las Vegas, NV 89139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 11/2022 | 06/2025 |
| Wells Fargo | Scottsdale | AZ | 11/2021 | 11/2022 |
| Introlend Phoenix | Tempe | AZ | 03/2021 | 11/2021 |
| Bank Of America | Scottsdale | AZ | 12/2018 | 02/2021 |
| Fairway Independent Mortgage | Tempe | AZ | 02/2018 | 11/2018 |
| Bergstrom Automotive | Oshkosh | WI | 10/2016 | 11/2017 |
| Marine Credit Union | Fond Du Lac | WI | 10/2014 | 10/2016 |
| Bank Of America N.A. | Las Vegas | NV | 01/2023 | 06/2025 |
| Integrated Advisors Network | Dallas | TX | 06/2025 | 05/2026 |
| Select Wealth Advisers | Henderson | NV | 06/2025 | 05/2026 |
| The Leaders Group Inc | Summit | NJ | 07/2025 | 06/2026 |
| Lpl Financial | Las Vegas | NV | 06/2026 | Present |
| One Nevada Credit Union | Las Vegas | NV | 06/2026 | Present |
1. 6/2026 - Uber - Rideshare - NOT INV REL - 80 Hour(s)/Month – 0 Hour(s) During Trading - Las Vegas NV 89178 - OBA Start date : 12/28/2024 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name One Nevada Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 6/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-26 |
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