Stephen Bingcheong Ip

Current Employers

Employment History

• 12/1996 → Present
  Self Employed
  Sugar Land, TX
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Sugar Land, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sugar Land, TX

Previous Registrations

• 1999-01-04 → 2025-01-24
  Osaic Fs, Inc.
  Sugar Land, TX
  Stafford, TX

Other Businesses

1) STEPHEN IP/FORT BEND FINANCIAL 800 BONAVENTURE WAY UNIT 124 SUGAR LAND, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SELF/AGENT DUTIES: OFFER HEALTH AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES. START DATE: 02/2018 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2. 2) S&K LEGACY POSITION: Partner - Limited NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/22/2018 ADDRESS: 800 Bonaventure Way, Suite 124, Sugar Land TX 77479, United States DESCRIPTION: Acquisition & management of rental property 3) FORT BEND FINANCIAL (DBA) POSITION: Partner - General DBA NATURE: Fort Bend Financial is a DBA for Bridget Yeung and Stephen Ip. Stephen provides sales of various carriers for life, long term care, annuities and disability insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/1997 ADDRESS: 800 Bonaventure Way, Suite 124, Sugar Land TX 77479, United States DESCRIPTION: sales of various carriers for life, long term care, annuities and disability insurance. 4) LIFE ACTIVITY (LIFE, DISABILITY, ETC) POSITION: Self NATURE: life activity (life, disability, etc) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/28/2018 ADDRESS: 800 Bonaventure Way, Suite 124, Sugar Land TX 77479, United States DESCRIPTION: Indexed, fixed, life insurance activity

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-04
• S63 Uniform Securities Agent State Law Examination
  1981-07-13

Other Names

• Stephen Bing Cheong Ip
• Steven (Bingcheong) Ip