AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LK

Lain Koretoff

CASH APP INVESTING
OAKLAND, CA 94612
CRD#: 7602719
Some features on this profile are disabled
LK
Lain KoretoffCASH APP INVESTING

Professional summary

Lain Koretoff, who also goes by Nicholas Koretoff, Nicholas D Koretoff, is a registered financial professional currently at CASH APP INVESTING LLC located in Oakland, California.

Lain is registered as a RR (Registered Representative) and started their career in finance in 2024. Lain has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Nicholas Koretoff | Nicholas D Koretoff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lain Koretoff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 26, 2026 - Present

CASH APP INVESTING LLC

Office #1: 1955 Broadway Suite 600, Oakland, CA 94612
BD
CRD#: 144076
OAKLAND, CA
Past

January 13, 2025 - March 2, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

January 13, 2025 - March 2, 2026

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

August 7, 2024 - December 4, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Sandy, UT
Past

August 7, 2024 - December 4, 2024

MORGAN STANLEY

BD
CRD#: 149777
Sandy, UT
Past

April 22, 2024 - April 26, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

March 22, 2024 - April 26, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/26/2026)
RR
Alaska
(4/26/2026)
RR
Arizona
(4/26/2026)
RR
Arkansas
(4/26/2026)
RR
California
(4/26/2026)
RR
Colorado
(4/26/2026)
RR
Connecticut
(4/26/2026)
RR
Delaware
(4/26/2026)
RR
District of Columbia
(4/26/2026)
RR
Florida
(4/26/2026)
RR
Georgia
(4/26/2026)
RR
Hawaii
(4/26/2026)
RR
Idaho
(4/26/2026)
RR
Illinois
(4/26/2026)
RR
Indiana
(4/26/2026)
RR
Iowa
(4/26/2026)
RR
Kansas
(4/26/2026)
RR
Kentucky
(4/26/2026)
RR
Louisiana
(4/26/2026)
RR
Maine
(4/26/2026)
RR
Maryland
(4/26/2026)
RR
Massachusetts
(4/26/2026)
RR
Michigan
(4/26/2026)
RR
Minnesota
(4/26/2026)
RR
Mississippi
(4/26/2026)
RR
Missouri
(4/26/2026)
RR
Montana
(4/26/2026)
RR
Nebraska
(4/26/2026)
RR
Nevada
(4/26/2026)
RR
New Hampshire
(4/26/2026)
RR
New Jersey
(4/26/2026)
RR
New Mexico
(4/26/2026)
RR
New York
(4/26/2026)
RR
North Carolina
(4/26/2026)
RR
North Dakota
(4/26/2026)
RR
Ohio
(4/26/2026)
RR
Oklahoma
(4/26/2026)
RR
Oregon
(4/26/2026)
RR
Pennsylvania
(4/26/2026)
RR
Rhode Island
(4/26/2026)
RR
South Carolina
(4/26/2026)
RR
South Dakota
(4/26/2026)
RR
Tennessee
(4/26/2026)
RR
Texas
(4/26/2026)
RR
Utah
(4/26/2026)
RR
Vermont
(4/26/2026)
RR
Virginia
(4/26/2026)
RR
Washington
(4/26/2026)
RR
West Virginia
(4/26/2026)
RR
Wisconsin
(4/26/2026)
RR
Wyoming
(4/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/19/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/16/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: , 8-67630

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Loading...

Contact information

Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
THIRD PARTY TECHNOLOGIES INC.100% OWNER
ADKINS, ASHLEY NICOLECHIEF COMPLIANCE OFFICER5919852
KOLAR, LOGAN STEVENSONFINANCIAL AND OPERATIONS PRINCIPAL6496667
KOLAR, LOGAN STEVENSONCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER6496667

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CASH APP INVESTING LLC

CRD#: 144076Oakland, CA 94612

TRUST BUT VERIFY

Monitor Lain Koretoff

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jason Michael Cooke
Jason CookeAdvisorCheck Check Mark
EDELMAN FINANCIAL ENGINES
IAR
DANVILLE, CA
AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.