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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
| MS | RA | APPROVED | 2026-07-17 |
Branch Locations
109 E. Escalones, San Clemente, CA 92672 • United States
409 Cruise Street, Corinth, MS 38834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 02/2006 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 08/2018 |
| Ignite Planners Llc | Mission Viejo | CA | 11/2017 | Present |
| Stonex Securities Inc | Corinth | MS | 08/2018 | 09/2024 |
1)Cruise Street Management 409 Cruise Street Start Date: 12/31/1999 Title: Managing Member NON-Investment Related Nature: Real Estate Management Duties: Managing Apartments, Farm and Timberland Approximately 10 hours per month spent on OBA. Approximately 5 hours per month spent during market hours. Compensation: Yearly rent distribution and timber sales 2) First Presbyterian Church EPC 919 E. Shiloh Road, Corinth, MS 38834 Serving the Church ministry and Administration Non-investment related Board of Deacons Aiding in determining church policy and admin as well as in congregational care 5 hours spent per month and .5 hours during market hours 3)BMF LLC 409 Cruise Street, Corinth, MS 38834 Property Management Non-investment related Owner Maintain and operate rental property04/15/2015 2 hours spent per month; 0 hours during market hours 4)Cooley and Labas Financial Advisors LLC Title: Owner YES-Investment Related Nature: DBA for our financial advisory practice Duties: Management, operations and all related activities with our financial advisory practice Approximately 160 - 200 hours per month spent on OBA 5) Trustee on the three following accounts held with Ignite Planners at Schwab - Barbara Jane Jefferson Trust, Betty Grace Jefferson Trust, Atkins Family Trust Serves as the trustee on my nieces accounts Barbara Jane Jefferson Trust, Betty Grace Jefferson Trust. The other trust is a testamentary trust established for education accounts after a family member died Atkins Family Trust. Investment Related" Non-Invested Related Position: Trustee Duties: Serve as trustee only Start Date: 02/24/2011 Approximate Hours Devoted to Business: 0 Approximate Hours Devoted to Business during Market Hours: 0 6) CORINTH GAS AND WATER BOARD 305 WEST WALDRON STREET, CORINTH, MS 38834 NATURE OF BUSINESS: SETTING POLICY AND MAKING MANAGEMENT AND STRATEGIC BUSINESS DECISIONS IN REGARD TO THE CONSTRUCTION, DEVELOPMENT, DISTRIBUTION AND GENERAL OPERATIONS FOR THE DELIVERY OF NATURAL GAS AND WATER TO THE RESIDENTS AND BUSINESSES IN CORINTH AND ALCORN COUNTY, MS. INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: BOARD MEMBER BUSINESS DUTIES: THERE IS A MEETING ONCE PER MONTH AND I AM GIVEN A PACKET TO STUDY BEFORE PRESENTING IDEAS FOR DISCUSSION WITH THE OTHER BOARD MEMBERS ON THE DELIVERY AND DISTRIBUTION OF NATURAL GAS AND WATER BUSINESS START DATE: 01/19/2021 APPROXIMATELY 4 HOURS SPENT ON THIS OBA MONTHLY WITH ZERO DURING MARKET HOURS. 7) Board Member of the EDC (Economic Development Commission) a sub-committee of the Alliance Nature of Business: The Economic Development Council???s (EDC) core mission is job retention and creation. The EDC thinks and plans strategically to position our community and leverage its assets to meet the needs of existing and prospective businesses. Economic growth is the EDC???s top priority. Investment Related: No Business Position: Board Member of the EDC (Economic Development Commission) a sub-committee of the Alliance Business Duties: Board Member Discussion and decision making for job retention and creation in the Corinth and Alcorn County area. Approximately 1.5 hours spent on this OBA with 1 hour spent on this OBA monthly during market hours. 8) BMF Wings LLC; Non-Investment Related; 409 Cruise Street Corinth, MS 38834; Private Plane Rental; Owner; Start Date: 04/01/2024; 1-5 hours per month devoted to business; 0 hours during security trading hours; LLC owns and operates an airplane that people can rent for short flights.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-13 |
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