This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SHELLCREST FINANCIAL LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 15, 2018

First registration

Oct 15, 2019

Dual registered

no

Other names

KONRAD DANIEL ZAGZEBSKI

IAPD individual key

6975037

• Occurred

  Jan 12, 2026
  Advisor changed firm

  Konrad Zagzebski left Kerberrose Wealth Management, Llc for Shellcrest Financial Llc (registered 2026-01-22)

  Form ADVobserved 4 days ago
• Occurred

  Jan 31, 2024
  Advisor changed firm

  Konrad Zagzebski left Lpl Financial Llc for Kerberrose Wealth Management, Llc (registered 2024-01-19)

  Form ADVobserved 4 days ago
• Occurred

  Jan 8, 2024
  Advisor changed firm

  Konrad Zagzebski left Capital Point Financial Group, Ltd. for Lpl Financial Llc (registered 2021-11-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e7f3146d-6bc5-74e6-c338-19670aec3ffa

First observed

Oct 15, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.