Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-30
  • IL RA
    APPROVED
    Since 2025-05-30

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

4747 Lincoln Mall Dr Suite 602, Matteson, IL 60443 • United States

4747 Lincoln Mall Dr Suite 602, Matteson, IL 60443 • 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
Morgan Stanley Wealth Management South Jordan UT 12/2012 02/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2019
Aurora Univeristy Aurora IL 06/2019 Present
Sa Stone Wealth Management Birmingham AL 02/2021 06/2023
Sa Stone Investment Advisors Birmingham AL 02/2021 06/2023
Intuit Inc San Diego CA 12/2020 Present
Unemployed Alsip IL 02/2019 06/2019
Lpl Financial, Llc Matteson IL 05/2025 Present
  • 12/2012 → 02/2019
    Morgan Stanley Wealth Management
    South Jordan, UT
  • 01/2015 → 02/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2019 → Present
    Aurora Univeristy
    Aurora, IL
  • 02/2021 → 06/2023
    Sa Stone Wealth Management
    Birmingham, AL
  • 02/2021 → 06/2023
    Sa Stone Investment Advisors
    Birmingham, AL
  • 12/2020 → Present
    Intuit Inc
    San Diego, CA
  • 02/2019 → 06/2019
    Unemployed
    Alsip, IL
  • 05/2025 → Present
    Matteson, IL
Previous Registrations
Other Businesses

1- 05/2025 / HR Associates DBA HR Tax Associates / Business Entity For Tax prep/Accounting/CPA / INV RLTD / 20 HRS MNHT / START 12/15/2015 2- 05/2025 / EAW Wealth & Retirement Planning LLC / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / START 05/25/2025 3- 05/2025 / Intuit / Outside/W-2 Employment / NON INV RLTD / 80 HRS MNTH / START 12/15/2020 4- 05/2025 / Aurora University / Teacher / NON INV RLTD / 10 HRS MNTH / START 07/01/2020

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-08
S63 Uniform Securities Agent State Law Examination 1999-11-23
  • S66 Uniform Combined State Law Examination
    2013-02-08
  • S63 Uniform Securities Agent State Law Examination
    1999-11-23
Other Names
  • Henry Redd
  • Henry Redd

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor