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1800 Century Park East Suite 220, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2030 Main Street Suite 210, Irvine, CA 92614 • United States
3 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 |
|---|---|---|---|---|
| Diligent Insurance Group | Irvine | CA | 02/2002 | Present |
| Westpark Capital Inc. | Newport Beach | CA | 05/2018 | Present |
DILIGENT INSURANCE GROUP - VP/INS AGENT; LOCATED IN NEWPORT BEACH, CA. STARTED 02/2007. ~70% OF WORKING HOURS DURING BOTH TRADING AND NON-TRADING HOURS. ADVISORY COMMITTEE FOR UCI PERSONAL FINANCIAL PLANNING CERTIFICATE PROGRAM POSITION: Advisory Committee Member NATURE: Advise the administrator on course selection and direction of program. This program is registered with Certified Financial Planner Board of Standards, Inc. CFP Board is a certifying organization whose mission is to benefit the public by fostering professional standards in personal financial planning. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2019 ADDRESS: 510 E Peltason Dr., Irvine CA 92697, United States DESCRIPTION: Annual committee meeting and quarterly conference call participation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
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