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6200 Canoga Ave. Suite 202, Woodland Hills, CA 91367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
Branch Locations
6200 Canoga Ave. Suite 202, Woodland Hills, CA 91367 • United States
6200 Canoga Ave., Suite 202, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerus | Des Moines | IA | 02/2001 | Present |
| Xtreme Financial Concepts | Las Vegas | NV | 01/2002 | 02/2023 |
| Regal Investment Advisors, Llc | Kentwood | MI | 01/2019 | 11/2019 |
| Premier Wealth Advisors, Inc. | Woodland Hills | CA | 04/2021 | Present |
1) Licensed Insurance Agent. Sells Life, P&C, and Annuities. Devotes approx 10 hours per month. Generates revenue. 2) Win Win Real Estate. Located in Las Vegas, Nevada. Business nature is Real Estate. He is a sales agent. Receives commission. Devotes approx 35 hours per month. 3) United Wealth. Located in Vero Beach, Florida. Business nature is Estate Planning. He is a sales agent. Receives commissions. Devotes approx 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-28 |
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