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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 | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minnepolis | MN | 11/2015 | 09/2019 |
| Barnes Wealth Management Group | Bakersfield | CA | 09/2019 | 10/2022 |
| Bolthouse Investment Management Services | Bakersfield | CA | 10/2022 | 05/2024 |
| Scf Investment Advisors, Inc. | San Diego | CA | 05/2024 | 05/2025 |
| Scf Securities, Inc. | San Diego | CA | 08/2024 | 05/2025 |
| Lpl Financial Llc | Bakersfield | CA | 05/2025 | Present |
1- 05/2025 - Moneywise podcast/radio - Radio/TV/Podcast - Host - Investment Related - At Reported Business Location(s) - Start Date 11/01/2003 - 5 hours per month/ 0 hours during trading 2- 05/2025 - Moneywise Guys - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/06/2024 - 160 hours per month/ 160 hours during trading 3- 05/2025 - Moneywise Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/06/2024 - 160 hours per month/ 160 hours during trading 4- 05/2025 - Moneywise - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/06/2024 - 160 hours per month/ 160 hours during trading 5- 05/2025 - Moneywise, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/06/2024 - 4 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-30 |
| S66 | Uniform Combined State Law Examination | 2012-04-05 |
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