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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-21 |
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 |
|---|---|---|---|---|
| Stonex Securities Inc | San Clemente | CA | 04/2019 | Present |
| Ignite Planners Llc | San Clemente | CA | 11/2022 | Present |
| Rincon Pacific Management, Inc. | San Clemente | CA | 01/2019 | 11/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 04/2019 |
| Girard Securities, Inc. | San Diego | CA | 11/2007 | 11/2017 |
1)Consulting Services 48 Via Cantama, San Clemente, CA 92673 Excel Modeling, Corporate Finance Non-investment related Owner Provide Financial modeling & corporate strategy to consulting clients 2008 80 hours spent per month and 4 hours during market hours 2) SB Wealth 109 E Escalones San Clemente, CA 92672 Nature of Business: Meet with clients, review goals and objectives to develop an investment strategy and asset allocation, implement the agreed strategy, execute trades, monitor portfolio, run reports to track results, process paperwork. Investment Related: Yes Title: Financial Advisor Duties: day to day duties include market research, portfolio management, trading, client communication via phone and email Start Date: 08/01/2008 Hours Devoted to Business: 160 Hours Devoted to Business during Market Hours: 160
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-12 |
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