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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-05 |
| CA | RA | APPROVED | 2012-02-14 |
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 |
|---|---|---|---|---|
| Securities America, Inc | Costa Mesa | CA | 02/2012 | 03/2020 |
| Cooper Mcmanus | Irvine | CA | 02/2012 | Present |
| Cambridge Investment Research | Fairfield | IA | 03/2020 | Present |
1) MKT WEALTH MANAGEMENT, 9870 RESEARCH DR, IRVINE, CA, INSURANCE AGENT/SALES, 01/01/09, INV REL- 2/YR, 0/TRADING 2) COOPER FINANCIAL GROUP, 970 RESEARCH DR, IRVINE, CA, ADVISORY REP OF A REGISTERED INV ADV, RIA, 02/14/12, IAR, 160/MO, 160/TRADING 3)ORANGE COUNTY ADVISORS IN PHILANTHROPY, 18108 VON KARMEN AVE, STE 750, IRVINE CA, BOARD MEMBER OF A NON-PUBLIC ENTITY, VICE-CHAIRMAN, 10/01/19, NIR, 1/MO- 0/TRADING 4) ADVISORS IN PHILATHROPY 1120 CHESTER AVE, STE 470, CLEVELAND, OH, TREASURER OF A NON-PUBLIC ENTITY, TREASURER, 10/14/20, NIR, 1/MO- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-02 |
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