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100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-11 |
| CA | RA | APPROVED | 2011-04-14 |
Branch Locations
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Rocklin, CA • 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 |
|---|---|---|---|---|
| Signature Resources Capital Management | Irvine | CA | 04/2011 | Present |
| Mass Mutual Life Insurance Company | Irvine | CA | 03/2014 | 01/2026 |
| Mml Investors Services | Irvine | CA | 01/2015 | 08/2023 |
| American United Life | Rocklin | CA | 01/2026 | Present |
| Oneamerica Securities | Rocklin | CA | 05/2026 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-31 |
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