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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
| NC | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
915 Highland Pointe Dr Ste 150, Roseville, CA 95678 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
915 Highland Pointe Drive Suite 150, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Architects, Inc. | Rsvl | CA | 02/1999 | 10/2016 |
| Resource Investment Architects, Inc. | Petaluma | CA | 04/2001 | 10/2016 |
| Scf Securities, Inc. | Fresno | CA | 10/2016 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 10/2016 | 05/2025 |
| Lpl Financial Llc | Roseville | CA | 05/2025 | 08/2026 |
| Ifg Wealth Mgt, Inc | Roseville | CA | 01/2005 | Present |
| Lymath Wealth Management | Roseville | CA | 01/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: LYMATH WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2019 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, INVESTMENTS & INSURANCE; 2. NAME OF OTHER BUSINESS: IFG WEALTH MGT, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FORMAL S CORP FOR TAX AND FINANCIAL PURPOSES START DATE: 01/2005 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: SCORP USED TO RUN MY FINANCIALS FOR TAX PURPOSES; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/1994 APX NUMBER OF HOURS PER WEEK: 12 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-14 |
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