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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-28 |
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 |
|---|---|---|---|---|
| Girard Securities Inc. | San Diego | CA | 02/2004 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 04/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2017 | 11/2017 |
| Ignite Planners, Llc | Mission Viejo | CA | 11/2017 | Present |
| Rincon Pacific Management, Inc. | Mission Viejo | CA | 08/2017 | 11/2022 |
| Stonex Securities Inc. | San Clemente | CA | 04/2019 | Present |
1.NAME OF OTHER BUSINESS: SB WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2017 POSITION/TITLE/RELATIONSHIP: CHIEF INVESTMENT OFFICER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER, OFFER FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2009 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: IGNITE PLANNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: PARTNER START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ASSIST IN RUNNING RIA. 4. JETT AND JENA SCHUSTER 4 TURNBERRY DR, COTO DE CAZA, CA 92679 NATURE OF BUSINESS: COMMERCIAL BUILDING THAT RENTS TO MY S CORP-NO OTHER TENANTS IN THE SPACE. INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: PROPERTY OWNER BUSINESS DUTIES: PROPERTY OWNER BUSINESS START DATE: 05/20/2020 APPROXIMATELY TWO HOURS PER MONTH ON THIS OBA WITH ZERO DURING MARKET HOURS. 5. NAME OF OTHER BUISNESS: N/A - RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: 73012 SKYWARD WAY, PALM DESERT, CA NATURE OF BUSINESS: HOME WAS PURCHASED TO USE AS A VACATION RENTAL HOME PRIMARILY THROUGH AIR BNB AND ZILLOW TO TENANTS FOR SHORT AND LONG TERM RENTAL PERIODS TITLE, POSITION, RELATIONSHIP TO OBA: OWNED THROUGH JETT AND JENA SCHUSTER FAMILY TRUST BUSINESS START DATE: APRIL 2020 HOURS/MONTH DEVOTED TO OBA: 5 HOURS HOURS DEVOTED TO OBA DURING TRADING: 0 HOURS BRIEF DESCRIPTION OF DUTIES: N/A 6. NAME OF OTHER BUISNESS: N/A - RENTAL PROPERTY - Knoxville TN Nature of Business: rental house where our son goes to college Investment Related: No Business Position: owner Business Duties: owner Business Start Date: 05/01/2023 Approximately 5 hours spent on this OBA monthly, with 0 during market hours. 7. TN rental apartments - 1509 Highland Ave Unit B105 and Unit A103 Nature of Business: collect rent, student housing for college students. Investment Related: No Business Position: owner Business Duties: owner of the units, no day-to-day duties Business Start Date: 02/20/2024 Approximately two hours spent on this OBA monthly, with zero during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-14 |
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