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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED_RES | 2021-08-06 |
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 |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 08/2016 | 07/2020 |
| Securian Financial Services Inc. | St. Paul | MN | 08/2016 | 07/2020 |
| Sgc Financial | San Mateo | CA | 08/2016 | Present |
| Lpl Financial | San Mateo | CA | 08/2020 | Present |
1. 8/2017 - DBA for LPL Business (entity for LPL business) - SGC Financial & Insurance Services - Investment Related - SAN MATEO, CA 94404 2. 03/23/2022 - SageCrest Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/22/2022 - 160 Hours Per Month/40 Hours During Securities Trading 3. 05/12/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 04/28/2022 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-06 |
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