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Current Employers
Noble Wealth Management, Inc.

4299 Macarthur Blvd. Suite 100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-28
CA RA APPROVED 2014-02-25
  • TX RA
    APPROVED_RES
    Since 2014-02-28
  • CA RA
    APPROVED
    Since 2014-02-25

Branch Locations

4299 Macarthur Blvd. Suite 100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Noble Wealth Management, Inc. Aliso Viejo CA 12/2013 Present
Noble Tax Specialists Aliso Viejo CA 01/1999 Present
Noble Real Estate & Mortgage, Inc. Aliso Viejo CA 01/1999 Present
Majek Llc Aliso Viejo CA 07/1989 Present
Foothill Securities, Inc. Santa Clara CA 10/2014 12/2016
Securities America, Inc. Aliso Viejo CA 12/2016 03/2017
B.B. Graham & Company Orange CA 03/2017 Present
Noble Comprehensive Insurance Services, Inc. Aliso Viejo CA 01/1999 Present
  • 12/2013 → Present
    Aliso Viejo, CA
  • 01/1999 → Present
    Noble Tax Specialists
    Aliso Viejo, CA
  • 01/1999 → Present
    Noble Real Estate & Mortgage, Inc.
    Aliso Viejo, CA
  • 07/1989 → Present
    Majek Llc
    Aliso Viejo, CA
  • 10/2014 → 12/2016
    Foothill Securities, Inc.
    Santa Clara, CA
  • 12/2016 → 03/2017
    Securities America, Inc.
    Aliso Viejo, CA
  • 03/2017 → Present
    B.B. Graham & Company
    Orange, CA
  • 01/1999 → Present
    Noble Comprehensive Insurance Services, Inc.
    Aliso Viejo, CA
Previous Registrations
  • 2014-11-10 → 2014-11-19
    Foothill Securities, Inc.
    Santa Clara, CA
    Aliso Viejo, CA
    Santa Clara, CA
  • 2013-12-02 → 2014-09-12
    Financial Telesis Inc
    San Rafael, CA
    Aliso Viejo, CA
  • 2007-09-07 → 2013-12-02
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Aliso Viejo, CA
  • 2002-05-23 → 2003-11-18
    Securities America Advisors, Inc.
    Tustin, CA
Other Businesses

1) NOBLE FINANCIAL ADVISORS, INC.; Investment Related; 4299 MacArthur Blvd. Ste. 100, Newport Beach CA 92660; Umbrella company for Noble Wealth Management, Noble Real Estate & Mortgage, Noble Tax Specialists, Noble Comprehensive Insurance Services; 100% Owner; Start Date: January 2021; 100% of hrs./mo. Including trading hours. 2) NOBLE WEALTH MANAGEMENT, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; RIA; Investment Advisor; Start Date: January 1999; 75% hrs./mo., 100% during trading hours. Investment Advisory & Financial Planning. 3) NOBLE REAL ESTATE & MORTGAGE, INC.; Investment Related; 107 Monarch Bay Dr., Dana Point CA 92629; Real estate sales and mortgage origination; 100% Owner; Start Date: January 2021; 10 hrs./mo. Including trading hours; Real estate brokerage and mortgage origination. 4) NOBLE TAX SPECIALISTS, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; Tax Preparation; CPA (100% Owner); Start Date: January 1999; 10% hrs./mo. Including trading hours; Tax preparation and bookkeeping. 5) NOBLE COMPREHENSIVE INSURANCE SERVICES, INC.; Investment Related; 6B Liberty Ste. 130, Aliso Viejo CA 92656; Insurance Sales; Insurance Agent (100% Owner); Start Date: January 1999; 10% hrs./mo. including trading hours; Annuities, Life, Health, and Property & Casualty Insurance. 6) AJ SCHRYER FINANCIAL SERVICES; Investment Related; 107 Monarch Bay Dr. Dana Point CA 92629; Receipt of deposits from other entities and pays bills of other entities; 100% Owner; Start Date: January 2021; 0 hrs./mo. passive activity. 7) TKS PROPERTY MANAGEMENT; Investment Related; 6B Liberty #130, Aliso Viejo CA 92656; Nature of Business - Real Estate Property Management; Owner; Start Date: July 2020; 2-3 hours/mo.; 0 during trading hours; Duties - collect rent & pay vendors. 8) MAJEK INVESTMENTS, LLC; Investment Related; 107 Monarch Bay Dr., Dana Point CA 92629; Shell entity for personal real estate holdings; 100% Owner; Start Date: January 2020; 0 hrs./mo. 9) PRES 555 MAIN, LLC; Investment Related; 19782 MacArthur Blvd. #100, Irvine CA 92612; Real Estate Partnership; Non-Managing Member (20% Owner); Start Date: October 2021; 10 hours/mo including trading hours; consulting. 10) PRES McKINLEY, LLC; Investment Related; 19782 MacArthur Blvd. #100, Irvine CA 92612; Real Estate Partnership; Non-Managing Member (20% Owner); Start Date: November 2021; 10 hours/mo including trading hours; consulting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-06
S63 Uniform Securities Agent State Law Examination 1991-07-23
  • S66 Uniform Combined State Law Examination
    2000-11-06
  • S63 Uniform Securities Agent State Law Examination
    1991-07-23
Designations

View on SEC IAPD

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