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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-04 |
Branch Locations
2435 E. Imperial Hwy., Ste. F, Brea, CA 92821 • 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 |
|---|---|---|---|---|
| Financial Partners Credit Union | Brea | CA | 05/2010 | Present |
| Lpl Financial Llc | Brea | CA | 06/2011 | 05/2022 |
| Infinex Investments, Inc. | Meriden | CT | 05/2022 | Present |
(1) 7/24/2018 - AmeriEstate Legal Plan - Investment Related - living trusts - Start Date: 01/01/2011 - 1 Hour Per Month During Securities Trading.Referral Fee. Discuss trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-06 |
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