Luke James Schork

Current Employers

Employment History

• 08/2007 → 08/2017
  Student
  Escondido, CA
• 08/2017 → Present
  Lpl Financial, Llc
  Bonsall, CA
• 11/2017 → 01/2019
  Independent Financial Partners
  Bonsall, CA
• 01/2019 → Present
  Integrated Wealth Concepts, Llc
  Carlsbad, CA

Previous Registrations

• 2017-11-28 → 2019-01-17
  Independent Financial Partners
  Bonsall, CA

Other Businesses

1. 10/12/2017 - WEALTHBRIDGE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 10/06/2017 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 10%. 2. 11/28/2017 - WealthBridge Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/06/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 8/13/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Vantedge Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Start Date: 01/31/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 8/13/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin. - Start Date: 01/31/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 01/2019. I expect to spend approximately 160 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. 5. 08/16/2019 - Vantedge Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:01/31/2019 - 160 hrs/mo - 160 hrs during trading. 6. 2/9/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 10/15/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Notary Public. 7. 02/20/2024 - Wright Ford Young Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 5 Hours Per Month/ During Trading 8. 02/20/2024 - WFY Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 5 Hours Per Month/ During Trading 9. 02/20/2024 - Wright Ford Young & Co Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 5 Hours Per Month/ During Trading 10) 04/02/2025 - RetirementDNA - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:03/24/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 11) 04/23/2025 - RDNA WEALTH- Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date - 04/01/2025 - 15 Hrs/Mth - 15 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-22