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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-01 |
| AR | RA | APPROVED | 2025-05-01 |
| CA | RA | APPROVED | 2025-05-01 |
| CO | RA | APPROVED | 2025-05-01 |
| ID | RA | APPROVED | 2025-05-01 |
| IL | RA | APPROVED | 2025-05-01 |
| KS | RA | APPROVED | 2025-05-01 |
| LA | RA | APPROVED | 2025-05-01 |
| OK | RA | APPROVED | 2025-05-01 |
| OR | RA | APPROVED | 2025-05-01 |
| SD | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneywise, Inc. | Bakersfield | CA | 08/2011 | Present |
| Scf Securities, Inc. | Fresno | CA | 11/2011 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 11/2011 | 05/2025 |
| Lpl Financial Llc | Bakersfield | CA | 05/2025 | Present |
1. 05/2025-Moneywise Radio Show & Podcast- Radio/ TV/ Podcast- INV Related- At Reported Business Location(s)- Start date 06/06/2006- 12 Hours Per Month- 6 Hours During Trading 2. 05/2025- Moneywise- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/06/2006- 15 Hours Per Month- 3 Hours During Trading 3. 05/2025- Moneywise Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/12/2006- 150 Hours Per Month- 130 Hours During Trading 4. 05/2025- Moneywise Guys- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/12/2006- 150 Hours Per Month- 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-29 |
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