Best Investors Account Sign in
Current Employers
Weaver Consulting Group, Llc

101 Main Street Suite 220, Huntington Beach, CA 92648 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
TX RA APPROVED_RES 2022-03-17
  • CA RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED_RES
    Since 2022-03-17

Branch Locations

101 Main Street Suite 220, Huntington Beach, CA 92648 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Huntington Beach CA 09/2005 05/2017
Purshe Kaplan Sterling Investments Albany NY 05/2017 Present
Weaver Consulting Group, Llc Huntington Beach CA 05/2017 Present
  • 09/2005 → 05/2017
    Ameriprise Financial Services, Inc.
    Huntington Beach, CA
  • 05/2017 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2017 → Present
    Huntington Beach, CA
Previous Registrations
Other Businesses

1)WEAVER CONSULTING GROUP, LLC; INVESTMENT RELATED; 101 MAIN STREET SUITE 220 HUNTINGTON BEACH, CA 92648; FINANCIAL ADVICE; FINANCIAL ADVISOR; 5/2017; 35 HOURS/WEEK; 15 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER, PARTNER, FINANCIAL ADVISOR 2)PKSF; INVESTMENT RELATED; 80 STATE ST, ALBANY, NY 12207; INSURANCE; FINANCIAL ADVISOR; 5/2017; 5 HOURS/MONTH; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS; INVESTMENT AND INSURANCE ADVICE AND RECOMMENDATIONS. 3)YOUTH MOTIVATION TASK FORCE; NOT INVESTMENT RELATED; 2392 MORGE AVE. IRVINE, CA 92614; NON-PROFIT; BOARD MEMBER; 01/2012; 5 HOURS/MONTH; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS; SPEAK TO KIDS AT HIGH SCHOOL AND MIDDLE SCHOOLS 4)REAL ESTATE OWNERSHIP; INVESTMENT RELATED; 426-428 E. 48TH STREET LOS ANGELES, CA 90012; REAL ESTATE; OWNER; 04/2010; 1 HOUR/MONTH; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS; OWNING THE BUSINESS 5)PURSHE KAPLAN STERLING. INVESTMENT RELATED. 101 MAIN STREET, SUITE 220, HUNTINGTON BEACH, CA 92648. BROKER. FINANCIAL ADVISOR. 05/2017. 2 HRS/MO; 1 HR/MO DURING TRADING HOURS. PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-06
  • S66 Uniform Combined State Law Examination
    2003-12-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Huntington Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor