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Dana Point, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-21 |
| LA | RA | APPROVED | 2024-12-02 |
| CA | RA | APPROVED | 2019-04-29 |
Branch Locations
Dana Point, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel Wealth Advisors | San Juan Capistrano | CA | 10/2014 | 07/2017 |
| Gameday Wealth Group / Bga Agents | Newport Beach | CA | 07/2017 | Present |
| Laguna Wealth Advisors, Llc | Dana Point | CA | 10/2024 | Present |
| Laguna Wealth Advisors, Llc | Dana Point | CA | 04/2019 | 10/2024 |
1. Mano's LLC, formed in Delaware in August 2018. Current not soliciting business, in R&D phase, testing sauces with focus groups, with future intention of Bottling Italian Pasta Sauces. I am the sole owner, not investment related. 2. Tremble Entertainment LLC, formed in Delaware in May 2023. Currently not soliciting business. Several creative works in development (Books, Films, Vieo, Media Advertising, Marketing & Branding). I am the sole owner, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-09 |
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