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Detailed Report
DERYK CHERUBINI
CRD#: 5956933
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Investment Adviser
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Previous Broker
SAFEGUARD INVESTMENT ADVISORY GROUP, LLCCRD#: 146132 4160 TEMESCAL CANYON ROAD
SUITE 307
CORONA, CA 92883
Registration History
201220142016201820202022202420262 FIRMS2020 - 2024 (3 years)IASAFEGUARD INVESTMENT ADVISORY ... (CRD# 146132)2024 - Present (1 year)BU.S. BANCORP INVESTMENTS, INC. (CRD# 17868)2012 - 2020 (8 years)BUNIONBANC INVESTMENT SERVICES, LLC (CRD# 14455)2011 - 2012 (<1 year)IAU.S. BANCORP INVESTMENTS, INC. (CRD# 17868)2016 - 2020 (4 years)
License(s)

State Registrations

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California 3/18/2024
Current Registration(s)
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SAFEGUARD INVESTMENT ADVISORY GROUP, LLC (CRD#:146132)
4160 TEMESCAL CANYON ROAD SUITE 307, CORONA, CA 92883
Registered with this firm since 3/18/2024
Previous Registration(s)
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 09/08/2020 - 04/02/2024 LPL FINANCIAL LLC (CRD#:6413) CARLSBAD, CA
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 09/04/2020 - 04/02/2024 LPL FINANCIAL LLC (CRD#:6413) CARLSBAD, CA
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 04/22/2016 - 09/10/2020 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) CARLSBAD, CA
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 05/15/2012 - 09/10/2020 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) CARLSBAD, CA
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 07/27/2011 - 05/22/2012 UNIONBANC INVESTMENT SERVICES, LLC (CRD#:14455) SAN DIEGO, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.