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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-06 |
| DE | RA | APPROVED | 2025-05-01 |
| OH | RA | APPROVED | 2025-05-01 |
Branch Locations
Rehoboth Beach, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Securities, Inc. | San Diego | CA | 03/2014 | 05/2025 |
| Scf Investment Advisors, Inc. | San Diego | CA | 04/2014 | 05/2025 |
| Lpl Financial Llc | Key West | FL | 05/2025 | Present |
1- 05/2025 - Real Estate Rental - Co Owner - Investment Related - Key West, FL - Start Date 06/01/1999- 10 hours per month/ 8 hours during trading 2- 05/2025 - SG Redevelopment LLC - Real Estate Rental - Partner - Investment Related - Key West, FL - Start Date 06/01/2006- 10 hours per month/ 6 hours during trading 3- 05/2025 - SAGE Consulting & Wealth Mgt. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2007- 160 hours per month/ during trading 4- 05/2025 - SAGE Consulting & Wealth Mgt. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2007- 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-22 |
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