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23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-10 |
Branch Locations
23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partnervest Advisory Services Llc | Santa Barbara | CA | 08/2014 | 09/2017 |
| Procore Advisors, Llc | Newport Beach | CA | 08/2017 | Present |
| Ward Aguilar Financial | Newport Beach | CA | 09/2017 | 01/2019 |
Independent licensed insurance producer offering fixed insurance products, including health, term life, fixed indexed life, and long-term care insurance through Blue Shield of California and other non-variable insurance carriers via a general agency relationship. Investment related, ~5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-12 |
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