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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

333 University Ave Ste 200, Sacramento, CA 95825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial,Inc. Hollister CA 03/2009 09/2023
Osaic Wealth, Inc. Sacramento CA 09/2023 10/2025
Lpl Financial Llc Sacramento CA 10/2025 Present
Previous Registrations
  • 2023-09-01 → 2025-10-29
    Sacramento, CA
  • 2010-01-13 → 2023-09-01
    Osaic Services, Inc.
    Hollister, CA
    Sacramento, CA
Other Businesses

1.09/2025 - Jeffrey Bedell - Notary - Notary- Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Sacramento, CA 95825 - OBA Start Date: 09/20/2022 2. 09/2025 - NEW MARKET DIALYSIS LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - NEW MARKET, TN 37820) - OBA Start Date: 10/01/2018 3. 09/2025 - Bedell Law Office - Attorney/Legal Services - Inv Related - 25 Hour(s)/Month - 4 Hour(s) During Trading - Sacramento, CA 95825 - OBA Start Date: 01/01/2010

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-01
  • S66 Uniform Combined State Law Examination
    2009-10-01

View on SEC IAPD

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