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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2004-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Irvine | CA | 02/2004 | 03/2020 |
| Cooper Mcmanus | Irvine | CA | 03/2004 | Present |
| Purmort Group, Inc | Irvine | CA | 01/2006 | Present |
| Cambridge Investment Research | Fairfield | IA | 03/2020 | Present |
1) THORNDIKE WEALTH MANAGEMENT/PURMORT GROUP, INC, 9870 RESEARCH DRIVE, IRVINE, CA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/01/06, NIR, PRESIDENT, 10/MO- 2/TRADING 2) COOPER MCMANUS, 9870 RESEARCH DRIVE, IRVINE, CA, ADVISORY REP OF A REGISTERED INVESTMENT ADVISOR, RIA, IAR, 03/01/04, INV REL, 35/WK- 35/TRADING 3) NEIGHBORHOOD WATCH, 28652 AVENIDA PLACIDA, SAN JUAN CAPISTRANO, VOLUNTEER NEIGHBORHOOD WATCH, 03/01/16, 1/MO- 0/TRADING 4)PURMORT GROUP, INC, 9870 RESEARCH DRIVE, IRVINE, CA, PRESIDENT/FINANCIAL ADVISOR- DBA, 01/01/06, INV REL, 40/WK- 6/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-09 |
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