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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 |
| HI | RA | APPROVED | 2025-05-01 |
| IL | RA | APPROVED | 2025-05-01 |
| KS | RA | APPROVED | 2025-05-01 |
| KY | RA | APPROVED | 2025-05-01 |
| LA | RA | APPROVED | 2025-05-01 |
| NM | RA | APPROVED | 2025-05-01 |
| NC | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
| WI | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wa Consulting, Inc. | Bakersfield | CA | 01/2003 | 10/2024 |
| Moneywise, Inc. | Bakersfield | CA | 07/2008 | 05/2025 |
| Scf Securities, Inc. | Fresno | CA | 11/2011 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 11/2011 | 05/2025 |
| Woolworth'S | Bakersfield | CA | 10/2024 | 05/2025 |
| Lpl Financial Llc | Bakersfield | CA | 05/2025 | Present |
1- 03/11/2025 - Woolworth's Luncheonette - Business Owner - Not Investment Related - Bakersfield, CA - Start Date 12/03/2024- 10 hours per month/ 5 hours during trading 2- 03/11/2025 - Moneywise - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/13/1998 - 3 hours per month/ 3 hours during trading 3- 03/12/2025 - Moneywise Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2003 - 80 hours per month/ 40 hours during trading 4- 03/12/2025 - Moneywise Guys - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2003 - 15 hours per month/ 5 hours during trading 5. 03/12/2025 - Moneywise - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2003 - 120 hours per month/ 120 hours during trading 6- 03/12/2025 - Moneywise podcast/radio - Radio/ TV/ Podcast - Investment Related - At Reported Business Location(s) - Start Date 11/03/2003- 20 hours per month/ 0 hours during trading 7- 03/12/2025 - Woolworths - Real Estate Rental - President/CEO - Investment Related - Bakersfield, CA - Start Date 11/20/2022 - 20 hours per month/ 10 hours during trading 8. 08/20/2025 - The Basement at Woolworth's - Other - Business Owner - Bakersfield CA - Not INV Rel - Start date: 09/01/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-04 |
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