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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 | 2017-11-21 |
Branch Locations
1420 E. Chapman Ave, Orange, CA 92866 • United States
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian R. Bedord, Cpa | Orange | CA | 01/2005 | Present |
| Abacus Advisory Services, Inc. | Orange | CA | 09/2008 | Present |
| Elite Life Insurance | Orange | CA | 08/2007 | 08/2017 |
| National Planning Corporation | Orange | CA | 04/2009 | 10/2017 |
| Osaic Wealth, Inc | Orange | CA | 10/2017 | Present |
1. PO5, LLC POSITION: Shareholder / Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/14/2014 ADDRESS: 1420 E. Chapman Ave., Orange CA 92866, United States DESCRIPTION: Owner. Accounting for Tax Return Preparation. Tax Return. 2. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 10/31/2017 ADDRESS: 11835 West Olympic Blvd., #1155 East, Los Angeles CA 90064, United States DESCRIPTION: Providing Investment Advisory Services 3. BRIAN BEDORD POSITION: OWNER NATURE: RESIDENTIAL RENTAL PROPERTY REPORTED ON SCHEDULE E OF PERSONAL TAX RETURN. INVESTMENT RELATED: YES; NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2015; ADDRESS: 827 E. FAIRWAY DR., ORANGE CA 92866, UNITED STATES DESCRIPTION: OWNER OF RESIDENTIAL REAL ESTATE. 4. BRIAN BEDORD POSITION: Owner NATURE: Residential Rental Property Reported on Schedule E of Personal Tax Return. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2015 ADDRESS: 827 E. Fairway Dr., Orange CA 92866, United States DESCRIPTION: Owner of Residential Real Estate. 5. ABACUS ADVISORY SERVICES, INC. POSITION: Owner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 03/25/2009 ADDRESS: 1420 E. Chapman Ave., Orange CA 92866, United States DESCRIPTION: Tax Return / Tax Planning / Tax Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-09 |
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