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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| CA | RA | APPROVED | 2017-01-31 |
Branch Locations
9870 Research Drive, Irvine, CA 92618 • United States
Yorba Linda, CA • 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 |
|---|---|---|---|---|
| Securities America Inc | Covina | CA | 08/2016 | 03/2020 |
| Cooper Mcmanus | Irvine | CA | 01/2017 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | Present |
1) WEALTH SOLUTIONS GROUP, 101 S BARRANCA AVE, COVINA, CA, MARKETING NAME ONLY, MANAGER, INV REL- 09/01/16, 0/HR- 0/TRADING 2) COOPER MCMANUS, FINANCIAL GROUP, 9870 RESEARCH DRIVE, IRVINE, CA, ADVISORY REP OF A REGISTERED INVESTMENT ADVISOR, RIA, 01/11/17, INV REL, 10/WK- 8/TRADING 3) KERR FINANCIAL INC, 1028 EMORY DRIVE, CLAREMONT, CA, OWNER, CEO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,01/01/20, CEO, NIR, 5/MO- 0/TRADING 4)KERR FINANCIAL FAMILY, 1028 EMORY DRIVE, CLAREMONT, CA, MARKETING NAME ONLY,MANAGER, 09/01/16, INV REL, 0/YR- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-07 |
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