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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | San Clemente | CA | 10/2015 | 12/2024 |
| Pfs Investments Inc. | San Clemente | CA | 02/2016 | 12/2024 |
| Scf Investment Advisors, Inc. | San Diego | CA | 12/2024 | 05/2025 |
| Scf Securities, Inc. | San Diego | CA | 12/2024 | 05/2025 |
| Kern High School District | Bakersfield | CA | 08/2020 | 05/2025 |
| Lpl Financial Llc | Bakersfield | CA | 05/2025 | Present |
1- 05/2025 - Moneywise Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 01/06/2025 - 200 hours per month/ 108 hours during trading 2- 05/2025 - MoneyWise Radio/Podcast - Radio/ TV/ Podcast - Co-Host - Investment Related - At Reported Business Location(s) - Start Date 01/06/2025 - 4 hours per month/ 0 hours during trading 3- 05/2025 - SMP 401k Plan - Real Estate Rental - Trustee - Investment Related - Anderson, SC - Start Date 12/18/2023 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-05 |
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