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25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-07 |
| WA | RA | APPROVED | 2023-01-27 |
| AZ | RA | APPROVED | 2013-05-14 |
Branch Locations
25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653 • 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 |
|---|---|---|---|---|
| Spectrum Financial Consulting | Aliso Viejo | CA | 10/2005 | Present |
| America'S Ira Centers | Laguna Niguel | CA | 06/2007 | Present |
| Emerald Blue Advisors, Inc. | Laguna Niguel | CA | 01/2013 | Present |
2007-PRESENT: LICENSED INSURANCE AGENT/AMERICA'S IRA CENTERS/INSURANCE RELATED/LAGUNA NIGUEL, CA/SALE OF TRADITIONAL INSURANCE PRODUCTS VIA UNAFFILIATED CARRIERS/MAY INVOLVE UP TO 30% OF TIME INCLUDING DURING MARKET HOURS. 2005-PRESENT: SPECTRUM FINANCIAL CONSULTING, INC./NOT INVESTMENT RELATED/PRESIDENT& SHAREHOLDER/ENTITY CREATED FOR OFFICE AND EQUIPMENT LEASING./MAY INVOLVE FIVE PERCENT OR LESS TIME EACH MONTH, INCLUDING DURING MARKET HOURS. 2017 to present: Member/manager for Salem Holdings, LLC., a Utah corporation, located at 253 West 3300 South, Salt Lake City, 84115. The LLC will own rental real properties that are currently owned individually by my fiance, Raed Salem. The business is non-securities related and I will be devoting 4 hours per month during non-trading hours. Duties will include managing special projects and possibly bookkeeping. 2017 to present: 50% shareholder of Sunbeam Holdings, LLC., a Nevada corporation located at 25201 Paseo de Alicia, Suite 125, Laguna Hills, Ca 92653. The LLC plans on owning real properties. Non-investment related business requires less than 10 hours per month of non-trading hours. Member; ARRA Holdings LLC; Investment Related: No; 48 West Broadway Salt Lake City UT 84115 United States; Description of the business: Holding LLC for real estate.; Start date with business: 2021-05-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0. Member; Petra Holdings LLC; Investment Related: No; 48 West Broadway Salt Lake City UT 84115 United States; Description of the business: Real estate holding co.; Start date with business: 2021-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-14 |
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