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3013 Willow Lane, Thousand Oaks, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| CA | RA | APPROVED | 2023-10-03 |
Branch Locations
3013 Willow Lane, Thousand Oaks, CA 91361 • United States
120 Newport Center Drive Suite 274, 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Inc. | Newport Beach | CA | 01/2009 | 12/2022 |
| Girard Securities, Inc. | San Diego | CA | 09/2009 | 12/2022 |
| De Groote Financial Group | Thousand Oaks | CA | 10/2023 | Present |
| Retired- Unemployed | Corona Del Mar | CA | 01/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-16 |
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