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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| CA | RA | APPROVED | 2020-08-19 |
Branch Locations
1510 Fashion Island Blvd Ste 380, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 06/2016 | 08/2020 |
| Minnesota Life | St. Paul | MN | 06/2016 | 08/2020 |
| Sgc Financial | San Mate | CA | 06/2016 | 08/2020 |
| Lpl Financial | San Mateo | CA | 08/2020 | Present |
1) 8/2020 - DBA for LPL Business (entity for LPL business) - SGC Financial & Insurance Services - Investment Related - San Mateo, CA 94404 2) 6/2018 - Real Estate Rental - Investment Related - 734 W K St, Benicia CA 94510 3) 03/22/2022 - SageCrest Wealth Management- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/21/2022 - 160 Hours Per Month/130 Hours During Securities. 4) 05/26/2022 - Crump, MassMutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 08/20/2020 - 5 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
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