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1700 W. Katella Ave., Orange, CA 92867 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-24 |
| RI | RA | APPROVED | 2024-06-21 |
| CA | RA | APPROVED | 2024-06-11 |
Branch Locations
27 Orchard Rd Ste 102, Lake Forest, CA 92630 • United States
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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Lake Forest | CA | 11/1995 | 09/2019 |
| Crown Capital Securities, Lp | Orange | CA | 10/2019 | 05/2024 |
| Teach Yourself Soccer | Irvine | CA | 01/2021 | Present |
| Ayso | Irvine | CA | 01/2024 | 05/2024 |
| Lpl Financial Llc | Lake Forest | CA | 05/2024 | 06/2024 |
| B.B. Graham & Company | Orange | CA | 06/2024 | Present |
1- Teach Yourself Soccer / Business Owner / Non Investment Related /7700 Irvine Center Drive Irvine, CA 92618/ 10 hrs month / start 12/22/2021 2- IHM Financial LLC / DBA for investment business and DBA branch office of BB Graham and Company. /27 Orchard Ste. 102 Lake Forest CA 92630/ Investment Related / Owner/160 hrs month / 8 hrs during trading / start 04/01/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-19 |
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