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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-16 |
Branch Locations
20201 Sw Birch St Ste 250, Newport Beach, CA 92660 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Anaheim Hills | CA | 05/2012 | 12/2017 |
| Independent Financial Partners | Anaheim Hills | CA | 04/2012 | 12/2017 |
| Shannon A. Kujawa Sole Proprietor/Broker | Anaheim | CA | 09/2009 | Present |
| Cjr Restaurants/Vanderweel Ventures | Orange | CA | 06/2012 | Present |
| Golden State Equity Partners, Llc | South Coast Metro | CA | 09/2021 | Present |
1. Vanderweel Ventures, LLC, not investment related, 633 W Katella Ave, Ste H, management company that runs multiple DelTaco restaurants, Accounting Manager, July 2012, 16 hours/month, 4 hours/month during trading hours. Provide accounting/bookkeeping services. 2. Shannon Kujawa, Sole Proprietor, not investment related, 4301 E Rocky Point Rd, self employed-provide real estate and accounting/book keeping services on a contract basis, September 2019, 60 hours/month, 20 hours/month during trading hours. Real estate, book keeping services and consulting. 3. Personal investment property, investment related, Tennessee, USA. I am providing owner financing on a house in Tennessee, and am currently lending money on a real estate flip. None of these relate to investment clients. Started in real estate in September 2009. 4 hours/month, 2 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-10 |
| S66 | Uniform Combined State Law Examination | 2012-06-11 |
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