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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-05-01 |
| CA | RA | APPROVED | 2025-05-01 |
| ID | 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 |
| OK | RA | APPROVED | 2025-05-01 |
| SC | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
| UT | RA | APPROVED | 2025-05-01 |
| VA | RA | APPROVED | 2025-05-01 |
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 08/2015 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 08/2015 | 05/2025 |
| Lpl Financial Llc | Bakersfield | CA | 05/2025 | Present |
1. 05/01/2025- County of Kern- Politics/ Government- Not INV Related- At Bakersfield, CA- Start date 05/01/2019- 1 Hour Per Month 2. 05/01/2025-Moneywise Radio/Podcast- Radio/ TV/ Podcast- INV Related- At Reported Business Location(s)- Start date 08/24/2015- 20 Hours Per Month 3. 05/01/2025-Moneywise Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/24/2015- 200 Hours Per Month- 200 Hours During Trading 4. 05/01/2025- Lateralus Group, Inc- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 02/03/2024- 10 Hours Per Month 5. 05/01/2025-Moneywise- Non-Variable Insurance/Insurance Agency- INV Related- At Reported Business Location(s)- Start date 09/21/2015- 3 Hours Per Month- 3 Hours During Trading 6. 05/01/2025- Moneywise- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/24/2015- 200 Hours Per Month- 130 Hours During Trading 7. 05/01/2025- Moneywise Guys- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/24/2015- 200 Hours Per Month- 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-10 |
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