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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
1510 Fashion Island Blvd Ste 380, San Mateo, CA 94404 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | San Mateo | CA | 05/1986 | 08/2020 |
| Minnesota Life | St Paul | MN | 11/1985 | 08/2020 |
| Link Allen And Associates, Inc | San Mateo | CA | 11/1985 | 08/2020 |
| Lpl Financial | San Mateo | CA | 08/2020 | Present |
1) 6/1994 - DBA for LPL Business (entity for LPL business) - SGC Financial & Insurance Services - Investment Related - San Mateo, CA 94404 2) 1/1985 - Real Estate Rental - Investment Related - 561 29th Avenue, San Mateo, CA 94403 3) 4/1995 - Outside/W-2 Employment - City of Palo Alto CA Parks & Rec Dept - Not Investment Related - 1810 gateway Drive, San Mateo, CA 94404 4) 03/22/2022 - SageCrest Wealth Management- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/21/2022 - 160 Hours Per Month/130 Hours During Securities. 5) 05/12/2022-Crump Insurances Services-- INVESTMENT RELATED - Non-Variable Insurance-START DATE: 08/03/2020- 0 Hours Per Month/0 Hours During Securities Trading. 6) 05/12/2022-McQueen Insurance Services- INVESTMENT RELATED- San Jose, CA- Non-Variable Insurance-Agent- START DATE:02/01/2021- 1Hours Per Month/0Hours During Securities Trading. 7) 04/19/2023 - No Business Name - Investment Related - Redwood City, CA 94062 - Start Date 08/01/2012 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-03 |
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