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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-19 |
Branch Locations
900 E. Hamilton Ave. Ste 100, Campbell, CA 95008 • United States
521 Charcot Ave, Ste 111, San Jose, CA 95131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | San Mateo | CA | 07/2014 | 01/2017 |
| Waddell & Reed, Inc | San Mateo | CA | 01/2017 | 11/2017 |
| Lpl Financial, Llc | San Mateo | CA | 11/2017 | 04/2018 |
| Strategic Wealth Advisors Group | San Mateo | CA | 11/2017 | 05/2018 |
| Securian Financial Services Inc. | St. Paul | MN | 05/2018 | Present |
| Sgc Financial And Insurance Services | San Mateo | CA | 05/2018 | 08/2020 |
| Lpl Financial | Campbell | CA | 08/2020 | Present |
1. 8/2020 - DBA for LPL Business (entity for LPL business) - SGC Financial & Insurance Services - Investment Related - Campbell, CA 95008 2. 03/29/2022 - SageCrest Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/25/2022 - 160 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-02 |
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