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2659 Townsgate Rd. #105, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-25 |
| AZ | RA | APPROVED | 2025-09-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Watermark Life | Westlake Village | CA | 01/1994 | Present |
| Self Employed | Scottsdale | AZ | 01/2017 | 01/2019 |
| Simplicity Marketing | Scottsdale | AZ | 01/2018 | 12/2018 |
| Life & Annuity Masters | Simi Valley | CA | 01/2019 | 05/2020 |
| Stillpoint Capital | Scottsdale | AZ | 10/2015 | 12/2016 |
| The Leaders Group Inc | Littleton | CO | 07/2021 | 12/2022 |
| Vanderbilt Securities, Llc | Woodbury | NY | 02/2023 | 10/2025 |
| Elevated Wealth Strategies, Llc | Westlake Village | CA | 07/2025 | 10/2025 |
| Stream Protection Plan Llc | Westlake Village | CA | 04/2021 | 10/2025 |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 10/2025 | Present |
1.) WATERMARK LIFE - 1/1/20 -2659 Townsgate Road, Suite 105, Westlake Village, CA 91361 - Partner, Wholesale life insurance, Invt Rel, Insurance sales business, 160 hrs/mo; 80 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-16 |
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