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23276 South Pointe Drive Suite 209, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
Branch Locations
4350 Von Karman Ave Suite 200, Newport Beach, CA 92660 • United States
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 |
|---|---|---|---|---|
| William Jordan Investments Inc | Laguna Hills | CA | 11/2010 | 08/2017 |
| Wealth Management & Business Concepts (Wmbc) | Irvine | CA | 09/2018 | Present |
| Teleios Back Office Solutions | Laguna Niguel | CA | 01/2016 | Present |
| Urban Produce, Llc | Irvine | CA | 10/2017 | 04/2018 |
| Emmaus Capital Management | San Juan Capistrano | CA | 01/2017 | Present |
(1) TELEIOS BACK OFFICE SOLUTIONS/DBA GOLDEN BRIDGE INVESTMENTS; NOT INVESTMENT-RELATED; 4350 VON KARMON AVENUE, SUITE 200, NEWPORT BEACH, CA 92660; PROVIDING BOOKKEEPING & CONSULTING SERVICES TO RAISE CAPITAL FOR ALTERNATIVE INVESTMENTS; PRESIDENT; START: 1/25/2016; 20 HOURS/MONTH; ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-16 |
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