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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-25 |
| MO | RA | APPROVED | 2025-03-25 |
| NC | RA | APPROVED | 2025-03-24 |
| NY | RA | APPROVED | 2025-03-21 |
Branch Locations
5850 Fayetteville Rd Ste 205, Durham, NC 27713 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 10/2015 | Present |
| Scf Investment Advisors, Inc. | Fresno | CA | 10/2015 | Present |
INTERAGED LIFE & FINANCIAL PLANNING - FINANCIAL PLANNER- FINANCIAL ADVISING & INVESTMENT MANAGEMENT PRACTICE; INTEGRATED LIFE & FINANCIAL PLANNING, LLC- SALES & SERVICING OF INSURANCE PRODUCTS TO CLIENTS FAMILY TRUSTEE & GUARDIAN - NON INVESTMENT RELATED - NOT DURING TRADING HOURS - START 10/2021 - TRUSTEE & GUARDIAN FOR BROTHER WHO IS NOT ABLE TO CARE FOR HIMSELF OR HANDLE HIS OWN AFFAIRS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 1994-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-11 |
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