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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-19 |
Branch Locations
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 |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 06/2010 | 11/2017 |
| Lpl Financial Llc | Stockton | CA | 11/2017 | 04/2019 |
| Independent Financial Group | Turlock | CA | 04/2019 | 10/2023 |
| Osaic | Turlock | CA | 10/2023 | Present |
| The Ameriflex Group | Las Vegas | NV | 10/2023 | Present |
(1) PATHWAY FINANCIAL SERVICES INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/17/2019 ADDRESS: 1001 N. Palm St., Ste. B, Turlock CA 95380, United States DESCRIPTION: 100% OWNER OF DBA PATHWAY FINANCIAL SERVICES INC. USED FOR MARKETING PURPOSES. (2) CALVARY CHAPEL TURLOCK (CCT) POSITION: Board Member NATURE: Non-Profit - Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2021 ADDRESS: 147 S. Broadway, Turlock CA 95380, United States DESCRIPTION: An elder at Calvary Chapel Turlock (3) NWF ADVISORY SERVICES, INC. POSITION: IAR NATURE: Corporation / RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2025 ADDRESS: 1001 N. Palm St., Ste B, Turlock CA 95380, United States DESCRIPTION: I provide advisory services on fee based accounts for my clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-27 |
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