Randall Todd Waldrip

Current Employers

Employment History

• 08/2014 → 10/2016
  Principal Life Insurance Company
  Cordova, TN
• 08/2014 → 12/2016
  Principal Securities, Inc.
  Cordova, TN
• 12/2016 → 09/2018
  Mybusinesswerks, Llc
  Dallas, TX
• 04/2017 → 09/2018
  Aaron Capital Inc.
  Memphis, TN
• 08/2019 → 01/2024
  Coastal Equities
  Wilmington, DE
• 07/2021 → 01/2024
  Coastal Investment Advisors
  Wilmington, DE
• 10/2023 → Present
  Crest Private Wealth, Llc
  Memphis, TN
• 09/2018 → Present
  Integrated Senior Marketing, Llc
  Memphis, TN
• 01/2024 → 07/2026
  Lpl Financial Llc
  Memphis, TN
• 07/2026 → Present
  J. Alden Associates, Inc.
  Wayne, PA

Previous Registrations

• 2021-07-28 → 2024-01-25
  Realta Investment Advisors, Inc
  Germantown, TN
  Wilmington, DE
  Memphis, TN

Other Businesses

1- 12/2023 / Crest Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 10 Hrs mnth / 25 Hrs during trading 2- 12/2023 / Integrated Senior Marketing, LLC / Insurance Agency / Investment Related / 10 Hrs mnth / 25 Hrs during trading / start date 10/01/2018 3- 02/13/2024 - Crest Private Wealth - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 11/20/2023 - 60 Hrs/mo; 15 Hrs During Trading - I provide investment advisory services through Crest Private Wealth, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 60 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. 4- 01/08/2026 - Impulse Dynamics - Outside/W-2 Employment - Patient Ambassador - Not Investment Related - Germantown, TN - Start Date 12/02/2025 - 4 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-20
• S63 Uniform Securities Agent State Law Examination
  2006-03-15

Other Names

• Randy Waldrip