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Anaheim, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ells Financial Services Llc | Santa Ana | CA | 06/1998 | 12/2019 |
| Ells Financial Services Llc, | Santa Ana | CA | 01/2019 | 12/2019 |
| Ells Financial Services Llc | Santa Ana | CA | 01/1999 | 12/2019 |
| Lance, Soll & Lunghard, Llp | Santa Ana | CA | 01/2018 | 12/2019 |
| Ells Financial Services Llc | Anaheim | CA | 01/2020 | Present |
| Ells Financial Services Llc | Anaheim | CA | 01/2020 | Present |
| Ells Financial Services Llc | Anaheim | CA | 01/2020 | Present |
| Ells Certified Public Accountants & Business Advisors | Santa Ana | CA | 09/1985 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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