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Current Employers
Liberty Wealth Management, Llc

411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-20
CA RA APPROVED 2018-05-17
  • TX RA
    APPROVED
    Since 2023-04-20
  • CA RA
    APPROVED
    Since 2018-05-17

Branch Locations

411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ae Financial Services, Llc Topeka KS 08/2020 Present
Liberty Wealth Management Oakland CA 05/2018 Present
Liberty Group, Llc Oakland CA 12/2015 09/2020
Lifetime Planning Marketing, Inc, Oakland CA 09/2015 Present
  • 08/2020 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 05/2018 → Present
    Liberty Wealth Management
    Oakland, CA
  • 12/2015 → 09/2020
    Liberty Group, Llc
    Oakland, CA
  • 09/2015 → Present
    Lifetime Planning Marketing, Inc,
    Oakland, CA
Previous Registrations
  • 2016-08-18 → 2018-10-10
    Liberty Group, Llc
    Oakland, CA
Other Businesses

Lifetime Marketing & Planning, Inc.; Not Investment Related; 411 30th Street, 2nd Floor, Oakland, CA; Insurance sales and services; Licensed Insurance Agent; 9/2015; Insurance producer/agent soliciting, offering, and selling life insurance and variable products, and services and receiving separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. AEFS - AE Financial Services, LLC; Yes Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker-Dealer; Registered Representative; 08/2020; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Providing brokerage and securities sales and services. Liberty Wealth Management, LLC; Yes Investment Related; 411 30th St, 2nd Fl, Oakland CA 94609; RIA; Investment Advisor Representative; 5/17/2018; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; I am a Wealth Advisor (IAR) at an RIA. I provide financial planning and active management services for the firm's clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-17
  • S66 Uniform Combined State Law Examination
    2016-02-17
Designations
Other Names
  • Stanislav Pshegodskyy
  • Stanislav Pshegodsky

View on SEC IAPD

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