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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
CO RA APPROVED 2025-01-01
NV RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 2025-01-01

Branch Locations

Shorewood, IL • United States

8180 Rafael Riveria Way, Suite 305, Las Vegas, NV 89113 • 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
Invest Financial Corporation Tampa FL 08/2013 02/2018
Lpl Financial Llc Las Vegas NV 02/2018 Present
Global Retirement Partners, Llc San Rafael CA 04/2022 06/2024
Wellth Advisory Services, Llc Las Vegas NV 06/2024 Present
Previous Registrations
  • 2022-04-04 → 2024-07-10
    North Las Vegas, NV
    San Rafael, CA
    Las Vegas, NV
  • 2013-08-27 → 2018-02-14
    Invest Financial Corporation
    Las Vegas, NV
  • 2011-06-14 → 2013-08-27
    Las Vegas, NV
    Henderson, NV
Other Businesses

1. 02/14/2018 - Letip of Las Vegas Desert Springs - Not Investment Related - 2001 Canyon Gate Dr, Las Vegas NV 89117 - Other - Member - Start Date 9/11/2013 - 6 Hours Per Month/6 During Securities Trading. 2. 3/13/2019 - Salvador Diaz III, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/26/2019 - 5 Hours Per Month During Securities Trading. 3. 04/21/2022 - Global Retirement Partners LLC - DBA: (Hybrid) SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. Termed 6/2024 4. 04/21/2022 - Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 04/21/2022 - Global Retirement Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. Termed 6/2024 6. 04/27/2022 - Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 04/27/2022 - Strategic Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 8. 3/24/2023 - SRP Holdings Group, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/15/2023 - 0 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-08
S63 Uniform Securities Agent State Law Examination 2006-10-02
  • S65 Uniform Investment Adviser Law Examination
    2011-06-08
  • S63 Uniform Securities Agent State Law Examination
    2006-10-02
Other Names
  • Salvador Diaz
  • Salvador Diaz
  • Salvador Diaz Iii
  • Salvador Diaz

View on SEC IAPD

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