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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
508 2Nd Street, Suite 106, Davis, CA 95616 • United States
508 2Nd Street, Suite 106, Davis, CA 95616 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 04/2020 | 06/2022 |
| M&S Autogroup | Sacramento | CA | 12/2019 | 03/2020 |
| Self | Sacramento | CA | 10/2017 | 12/2019 |
| Maita Automotive Group | Sacramento | CA | 01/2013 | 10/2017 |
| Bank Of America, N.A. | Sacramento | CA | 07/2020 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 06/2022 | 11/2025 |
| Lpl Financial | Davis | CA | 01/2026 | Present |
1. 01/2026 - SageCrest Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - "At Reported business location(s)"- OBA Start Date: 01/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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