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3230 E. Imperial Highway Suite 300, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3230 E. Imperial Highway Suite 300, Brea, CA 92821 • 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 |
|---|---|---|---|---|
| Rgl Group Insurance And Financial Services Inc. | Los Angeles | CA | 03/2007 | Present |
| Profectus Financial And Insurance Services, In.c | Los Angeles | CA | 02/2012 | 01/2023 |
| Profectus Wealth Management, Co. (Pwm, Co) | Los Angeles | CA | 01/2015 | 01/2023 |
| Smart Portfolio Llc | Sacramento | CA | 12/2022 | Present |
| Empower Opportunity Zone Fund Llc | Brea | CA | 07/2019 | Present |
| Empower Phx Llc | Brea | CA | 07/2019 | Present |
| Lifexcel Llc | Brea | CA | 04/2019 | Present |
| Empwr Business Services, Inc. | Brea | CA | 03/2020 | Present |
| Eco Builders, Co. | Brea | CA | 08/2019 | 12/2024 |
| Wealth Excel Llc | Brea | CA | 05/2020 | Present |
| Empower Managment, Llc D/B/A Oasis Hotel Palm Springs | Brea | CA | 02/2021 | Present |
| Kingdom Impact Capital, Llc | Brea | CA | 07/2018 | Present |
RGL Group Insurance and Financial Services, Inc. DBA Gideon Advisers; IR: Yes; Los Angeles CA; Description: wholesale insurance agency providing fixed life and annuity insurance carriers' contracts to independent insurance agents/agencies; Title: principal; Responsibilities: maintain books, carrier contracts; Start date: 2016-01-01;hrs during trading hrs:10;hrs outside trading hrs:10. EmpowerOpportunity Zone Fund LLC; IR: Yes; Los Angeles CA; Description: to originate, invest in and manage one or more real estate properties/ assets located in "qualified opportunity zones"; Title: managing member; Responsibilities: controlling the day-to-day management of the Fund including the acquisition, management and disposition of assets held and the selection of managers etc..; Start date: 2019-07-14; hrs during trading hrs: 10; hrs outside trading hrs:30. Empower PHX LLC; IR: Yes; Los Angeles CA; Description of the business: to originate, invest in and manage one or more real estate properties/assets located in "qualified opportunity zones"; Title: managing member; Responsibilities: day-to-day management of the project; Start date: 2019-07-14; hrs during trading hrs: 10; hrs outside trading hrs: 30. LifeXcel LLC; IR: Yes; Los Angeles CA; Description: Administration of the Life Settlements; Title: Managing Director; Responsibilities: Management; Start date: 2019-04-01; hrs during trading hrs: 20; hrs outside trading hrs: 20. EMPWR GROUP, INC.; IR: Yes; Los Angeles, CA; Description of the business: Holding Company; Title: Chairman; Responsibilities: Management; Start date: 2020-02-03; hrs during trading hrs: 1; hrs outside trading hrs: 2. EMPWR Business Services, Inc.; IR: Yes; Los Angeles, CA; Description of the business: Payroll and Employee Benefits for affiliated companies; Title: President; Responsibilities: Management; Start date: 2020-03-09; hrs during trading hrs: 10; hrs outside trading hrs:10. EcoBuilders, Co.; IR: Yes; Los Angeles, CA; Description: Automated construction of wall panels; Title: President; Responsibilities: Management; Start date: 2019-08-09; hrs during trading hrs: 10; hrs outside trading hrs: 10. WEALTH EXCEL, LLC.; IR: Yes; Los Angeles, CA; Description: Financial Consulting and Advisory; Title: Managing Director; Management; Start date: 2020-05-07; Hours during trading hours: 12; Hours outside trading hours: 12. Empower Management, LLC (DBA: Oasis Hotel Palm Springs); IR: No; Los Angeles, CA; Description: a real estate management company, specializing in hospitality and multi-family apartment projects; Title: Manager; Responsibilities: Management; Start date: 2021-04-15; Hours during trading hours: 30; hours outside trading hours: 20. Kingdom Impact Capital, LLC; IR: Yes; Los Angeles, CA, entity is general partner of a private fund, Empower Opportunity Zone Fund; Part Owner; Start date: July 2018; Hours during trading hours: 10; hours outside of trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-04 |
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