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1266 Monterey St., San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
1266 Monterey St., San Luis Obispo, CA 93401 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-11 |
Branch Locations
1266 Monterey St, San Luis Obispo, CA 93401-3104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crew Wealth Management | San Luis Obispo | CA | 01/2022 | 12/2025 |
| Full Time Student | San Luis Obispo | CA | 08/2021 | 12/2021 |
| Ameriprise Financial | Sacramento | CA | 06/2021 | 08/2021 |
| Planet Fitness | Sacramento | CA | 06/2021 | 08/2021 |
| Full Time Student | San Luis Obispo | CA | 08/2020 | 06/2021 |
| Doordash | Sacramento | CA | 06/2020 | 08/2020 |
| Full Time Student | Sacramento | CA | 08/2019 | 06/2020 |
| Doordash | Sacramento | CA | 06/2019 | 08/2019 |
| Full Time Student | San Luis Obispo | CA | 08/2018 | 06/2019 |
| Jack's Urban Eats | Sacramento | CA | 06/2017 | 06/2018 |
| Student | Sacramento | CA | 02/2012 | 06/2018 |
| Lpl Financial, Llc | San Luis Obispo | CA | 01/2022 | Present |
| Crew Wealth Management | San Luis Obispo | CA | 01/2026 | Present |
3/2022 - DBA for LPL Business (entity for LPL business) - Crew Ill Wealth Management - Investment Related - San Luis Obispo, CA 93401
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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