Sheena Ann Culp

Current Employers

Employment History

• 07/2008 → Present
  Wagner, Loftin Investment Services
  Pleasant Hill, CA
• 03/2011 → Present
  Sagepoint Financial Advisors
  Pleasant Hill, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pleasant Hill, CA

Other Businesses

1) SHEENA CULP (INSURANCE) POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2011 ADDRESS: 3478 Buskirk Avenue, Suite 333, Pleasant Hill CA 94523 DESCRIPTION: Sell Insurance as needed. 2) SHEENA CULP (NOTARY) POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 3478 Buskirk Avenue, Suite 333, Pleasant Hill CA 94523 DESCRIPTION: Notary Public. No Compensation. Courtesy to clients. 3) WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Financial Advisor NATURE: LLC Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 05/14/2013 ADDRESS: 3478 Buskirk Avenue, Suite 333, Pleasant Hill CA 94523, United States DESCRIPTION: Manage client's accounts. 4) WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Advisor within the branch NATURE: LLC used as our DBA vanity name INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2024 ADDRESS: 3478 Buskirk Avenue, Suite 333, Pleasant Hill CA 94523, United States DESCRIPTION: Maintaining our LLC for branding / marketing / vanity name and other needed usage

Exams

• S66 Uniform Combined State Law Examination
  2014-03-29
• S63 Uniform Securities Agent State Law Examination
  2011-05-26

Designations

Other Names

• Sheena Gollob
• Sheena Ann Gollob