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Huntington Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Noble Wealth Management, Inc. | Newport Beach | CA | 07/2014 | 07/2025 |
| Foothill Securities, Inc. | Aliso Viejo | CA | 09/2014 | 12/2016 |
| Fiduciary Planners Insurance | Huntington Beach | CA | 06/2012 | 08/2025 |
| Journey2Freedom, Inc. (Renamed From Ajd-Cfp, Inc. In 8/2024) | Huntington Beach | CA | 01/2011 | Present |
| Pre-Paid Legal Services, Inc. | Ada | OK | 07/2025 | Present |
| Fiduciary Planners | Huntington Beach | CA | 08/2025 | Present |
1) FIDUCIARY PLANNERS - FINANCIAL ADVISOR; 100% OWNER; INVESTMENT RELATED; 80 HOURS; DEVOTED PER MONTH; 80 HOURS DURING TRADING 2) PRE-PAID LEGAL SERVICES, INC. - INDEPENDENT MARKETING ASSOCIATE; NON OWNER; NOT INVESTMENT RELATED; 100 HOURS DEVOTED PER MONTH; 80 HOURS DURING TRADING; Commissions earned from selling membships 3) JOURNEY2FREEDOM, Inc. (recently changed from AJD-CFP, Inc.); HUNTINGTON BEACH, CA; OWNER; NON-INVESTMENT; 0 HOURS DEVOTED PER MONTH; 0 HOURS DURING TRADING; THIS CORP IS NOT INVESTMENT RELATED. This entity corporation receives revenue directly from Pre-Paid Legal Services, Inc. and serves as the operating entity for paying business expenses and compensating the owner. Journey2Freedom, Inc. also serves as the entity through which advisory fees and insurance-related revenues are reported.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-22 |
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