Adam Scott Ariosa

Current Employers

Employment History

• 08/2011 → Present
  Lpl Financial Llc
  Towson, MD
• 12/2016 → Present
  Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc)
  Towson, MD

Other Businesses

1. 3/15/2012: OTHER-REFEREE - SOUTHERN LACROSSE OFFICIALS ASSOCIATION - LACROSSE OFFICIAL FOR SOUTHERN LACROSSE OFFICIALS ASSOCIATION. REFEREE LOCAL LACROSSE GAMES FOR AGES 5-18. - TIME SPENT 1% - TOWSON, MD. 2. 5/23/2012: NON-VARIABLE INSURANCE - SYNERGY BENEFIT CONSULTANTS - RECIEVE COMMISSIONS FROM SYNERGY BENEFIT CONSULTANTS FOR THE SALE OF GROUP HEALTH, LIFE AND/OR DISABILITY INSURANCE. - TIME SPENT 1% - TOWSON, MD 3. 03/18/2014 - CRUMP INSURANCE - NON-VARIABLE INSURANCE - PROVIDING LIFE AND DISABILITY INSURANCE COVERAGE FOR CLIENTS THROUGH THE CRUMP INSURANCE NETWORK AS A BROKER.- TIME SPENT 1%-TOWSON, MD. 4. 3/2/2020 - SFG Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through SFG Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/3/2020 - SFG Wealth Management - DBA: SFG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 3/17/2020 - SFG Wealth Management, LLC - DBA: (Hybrid) SFG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 11/15/2023 - Franklin Financial Group - Benefits Division - Inv Related - At Reported Business Location(s) - Start Date: 7/1/2023 - 1 Hr/Mo; 0 During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-14
• S63 Uniform Securities Agent State Law Examination
  2009-09-03

Designations