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500 N. State College Blvd Suite 1100, Orange, CA 92868 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-13 |
Branch Locations
500 N. State College Blvd Suite 1100, Orange, CA 92868 • 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 |
|---|---|---|---|---|
| Td Ameritrade | Thousand Oaks | CA | 08/2011 | 07/2020 |
| Fidelity Investments | Thousand Oaks | CA | 07/2020 | 02/2023 |
| Ubs Financial Services Inc. | Westlake Village | CA | 05/2023 | 06/2023 |
| Unemployed | Agoura Hills | CA | 04/2023 | 02/2025 |
| Opus Private Wealth Group, Llc | Orange | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-24 |
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