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Edward Daniel Haro

Edward Haro Financial, LLC

Tustin, CA

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Current Employers
Edward Haro Financial, Llc

18031 Irvine Blvd., Suite 111, Tustin, CA 92780 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-27
CA RA APPROVED 2023-09-25
  • TX RA
    APPROVED_RES
    Since 2023-09-27
  • CA RA
    APPROVED
    Since 2023-09-25

Branch Locations

18031 Irvine Blvd., Suite 111, Tustin, CA 92780 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Various Insurance Carriers La Mirada CA 04/1997 Present
Foresters Equity Services, Inc Roseville CA 07/2011 09/2018
Foresters Equity Services Inc Roseville CA 07/2011 09/2018
Crown Capital Securities, Lp Orange CA 09/2018 09/2023
Edward Haro Financial, Llc Tustin CA 11/2022 Present
Haro Insurance Agency, Co. Tustin CA 11/2012 09/2023
  • 04/1997 → Present
    Various Insurance Carriers
    La Mirada, CA
  • 07/2011 → 09/2018
    Foresters Equity Services, Inc
    Roseville, CA
  • 07/2011 → 09/2018
    Foresters Equity Services Inc
    Roseville, CA
  • 09/2018 → 09/2023
    Crown Capital Securities, Lp
    Orange, CA
  • 11/2022 → Present
    Edward Haro Financial, Llc
    Tustin, CA
  • 11/2012 → 09/2023
    Haro Insurance Agency, Co.
    Tustin, CA
Previous Registrations
  • 2018-09-10 → 2023-09-21
    Crown Capital Securities, L.P.
    Tustin, CA
    Tustin, CA
    Orange, CA
  • 2011-07-27 → 2018-09-10
    Foresters Equity Services, Inc.
    Tustin, CA
    La Mirada, CA
    Tustin, CA
    Tustin, CA
    Valencia, CA
  • 1997-07-08 → 2011-05-11
    Waddell & Reed
    Costa Mesa, CA
    La Mirada, CA
    San Juan Capistrano, CA
    Irvine, CA
Other Businesses

Edward Haro is an independent insurance agent.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-27
  • S63 Uniform Securities Agent State Law Examination
    1997-02-27

View on SEC IAPD

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Other Offices

RMR CAPITAL MANAGEMENT LLC · TUSTIN, CA
CROSSPOINT FINANCIAL, LLC · TUSTIN, CA
EQUITABLE ADVISORS, LLC · TUSTIN, CA
KFICO, LLC REGISTERED INVESTMENT ADVISOR · TUSTIN, CA
CAPITAL SYNERGY PARTNERS · IRVINE, CA
LPL FINANCIAL LLC · IRVINE, CA
PARK AVENUE SECURITIES LLC · IRVINE, CA
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Irvine, CA

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