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260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
65 Enterprise, Aliso Viejo, CA 92656 • United States
260 Newport Center Dr Ste 100, 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 |
|---|---|---|---|---|
| Ssg Solutions Financial & Insurance Services Llc | Capistrano Beach | CA | 02/2009 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2016 | 09/2018 |
| Lifetime Financial Inc. | Aliso Viejo | CA | 01/2016 | Present |
| Lifetime Paradigm Inc. | Newport Beach | CA | 06/2018 | Present |
1. The Name of the other business: SSG Solutions Financial & Insurance Services LLC; Investment Related?: Yes; Address of other business: 26661 Via Sacramento Capistrano Beach, CA 92624; Nature of other business: Insurance; Your position: Owner; Start Date: 2001; How many hours you devote to the other business per month: 30-40; How many hours you devote to the other business during securities trading hours: 30-40; Briefly describe your duties: Retirement Planning and insurance services including annuities and other insurance products and services. 2. Estate Planning Team; Investment Related- YES; 45110 Club Drive, Suite B Indian Wells, CA. 92210; Estate Planning Team Member; represent and market deferred sales trust, prospect for potential clients; Team Member; 11/2018; 1-2 hours weekly during business hours. 3. Name of outside business: Independent Contractor for Lifetime Paradigm Inc; Is the business investment related: No; Location of the business: 260 Newport Center Dr Newport Beach CA 92660 USA; Position Title: Insurance Sales-Consultant; Start date with business: 2018-06-20; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
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