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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-03-04 |
Branch Locations
209 Avenida Del Mar Suite 201 C, San Clemente, CA 92672 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clinton Brown Financial | San Clemente | CA | 05/2012 | Present |
| Trek Financial | Scottsdale | AZ | 02/2014 | Present |
| Tba Team, Llc | San Clemente | CA | 09/2019 | Present |
1) PRESIDENT OF CLINTON BROWN FINANCIAL - LIFE & HEALTH INSURANCE BROKERAGE BUSINESS. 2) CSUSB GIFT AND ADVISORY COUNCIL, DUTIES: HOLDS 3 MEETINGS PER YEAR, START DATE: 2/1/2010. SPENT 1 HR PER MONTH. NO COMPENSATION. 3) TBA TEAM, LLC PARTNER SINCE 092019 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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