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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
| NV | RA | APPROVED | 2025-05-09 |
Branch Locations
6725 Via Austi Pkwy Ste 230, Las Vegas, NV 89119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Las Vegas | NV | 08/2005 | 08/2022 |
| Bankers Life Securities | Las Vegas | NV | 09/2017 | 08/2022 |
| Goldenshield Financial- | Las Vegas | NV | 08/2022 | Present |
| Lpl Financial | Las Vegas | NV | 05/2025 | Present |
1. 05/09/2025 - Key Retirement Solutions - Non-Variable Insurance - At Reported Business Location(s) - Inv Rel - Start Date 10/01/2022 - 4 Hrs Per Mnth 2. 05/09/2025 -Goldenshield Financial - Non-Variable Insurance - At Reported Business Location(s) - Inv Rel - Start Date 08/17/2022 - 80 Hrs Per Mnth- 20 Hrs During Trading- 3) 06/18/2025 - One Tree Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/01/2025 - 80 Hrs/Mth - 60 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-16 |
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