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111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-03 |
Branch Locations
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Self-Employed | Long Beach | CA | 01/2008 | 12/2019 |
| Self-Employed | Long Beach | CA | 01/2009 | Present |
| Waddell & Reed | Torrance | CA | 07/2001 | 01/2020 |
| Raymond James Financial Services, Inc | Long Beach | CA | 01/2020 | 08/2024 |
| Raymond James Financial Services Advisors | Long Beach | CA | 01/2020 | 08/2024 |
| Self Employed | Long Beach | CA | 07/1998 | Present |
| Crux Wealth Advisors | Long Beach | CA | 01/2022 | Present |
| Arete Wealth Management | Chicago | IL | 08/2024 | Present |
(1)Name of Business: Address: 3525 Lemon Avenue, Long Beach, CA, 90807, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 07/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sublease of (2)Name of Business: Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Meet with clients and reviews insurance solutions. Review quotes with clients. Prepare paperwork (3)Name of Business: BFAM, LLC Address: 3525 Lemon Ave., Long Beach, CA, 90807, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/15/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: formed to hold ownership in residential rental building. Sold building and LLC is now empty. (4) Crux Wealth Advisors, Investment Advisor Representative, COO, 100 hours per month during trading hours, Long Beach, CA. Start Date: 6/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-01 |
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