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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-12 |
Branch Locations
Irvine, CA • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-16 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Irvine, CA • 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 |
|---|---|---|---|---|
| Lpl Financial | Irvine | CA | 12/2013 | 02/2021 |
| Stratos Wealth Partners, Ltd. | Irvine | CA | 12/2013 | 02/2021 |
| Golden State Equity Partners D/B/A Tangent Retirement | Irvine | CA | 02/2021 | Present |
01/07/2015 - TANGENT RETIREMENT INC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 1 HOUR PER MONTH - IRVINE, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-26 |
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