Sherry Lynne Radmore

Employer firm

Ells Financial Services LLC CRD 175408

Reported services (Item 5G)

• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1998 → 12/2019
  Ells Financial Services Llc
  Santa Ana, CA
• 01/2019 → 12/2019
  Ells Financial Services Llc,
  Santa Ana, CA
• 01/1999 → 12/2019
  Ells Financial Services Llc
  Santa Ana, CA
• 01/2018 → 12/2019
  Lance, Soll & Lunghard, Llp
  Santa Ana, CA
• 01/2020 → Present
  Ells Financial Services Llc
  Anaheim, CA
• 01/2020 → Present
  Ells Financial Services Llc
  Anaheim, CA
• 01/2020 → Present
  Ells Financial Services Llc
  Anaheim, CA
• 09/1985 → 12/2017
  Ells Certified Public Accountants & Business Advisors
  Santa Ana, CA

Previous Registrations

• 2003-01-03 → 2016-01-05
  Oppenheimer & Co. Inc.
  Santa Ana, CA
  New York, NY
  New York, NY
• 2003-04-15 → 2007-11-12
  Oppenheimer Asset Management
  New York, NY
• 2002-03-12 → 2003-01-03
  Cibc World Markets Corp.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2001-11-05
• S63 Uniform Securities Agent State Law Examination
  1998-08-07

Other Names

• Sherry Brasher
• Sherry Kosloff
• Sherry Radmore