Amric Z. Sobczak
Professional summary
Amric Zane Sobczak, who also goes by Amric Zane Sobczak, is a registered financial professional currently at LPL FINANCIAL LLC located in San Diego, California and XNERGY FINANCIAL LLC located in Los Angeles, California.
Amric is registered as a RR (Registered Representative) and started their career in finance in 2017. Amric has worked at 5 firms and has passed the Series 63, Series 99TO, Series 87, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Amric Zane Sobczak's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 11, 2025 - Present
LPL FINANCIAL LLC
Office #1: 4707 Executive Dr, San Diego, CA 92121-3091August 26, 2025 - Present
XNERGY FINANCIAL LLC
Office #1: 1801 Century Park East 25th Floor, Los Angeles, CA, 90067February 28, 2024 - November 13, 2024
B. RILEY SECURITIES, INC.
November 22, 2022 - February 29, 2024
MORGAN STANLEY
April 12, 2017 - September 5, 2023
E*TRADE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/11/2025)
(3/12/2025)
Exams
Series 99TO
Date: 3/11/2025
Operations Professional ExaminationFINRA
Current Firm
XNERGY FINANCIAL LLC
CRD#: 144436 / SEC#: , 8-67655
Contact information
FINRA licenses (3 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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