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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
Huntington Beach, CA • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • 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 |
|---|---|---|---|---|
| Trilogy Financial Services | Irvine | CA | 01/2007 | 04/2020 |
| National Planning Corporation | Irvine | CA | 01/2007 | 12/2017 |
| Trilogy Capital | Irvine | CA | 01/2016 | 04/2020 |
| Lpl Financial Llc | Irvine | CA | 11/2017 | 04/2020 |
| Guardian Life Insurance Company | Newport Beach | CA | 04/2020 | 08/2020 |
| Park Avenue Securities | Newport Beach | CA | 04/2020 | 08/2020 |
| Guardian Life Insurance | Irvine | CA | 09/2020 | 09/2022 |
| Park Avenue Securities | Irvine | CA | 09/2020 | 09/2022 |
| Unemployed | Huntington Beach | CA | 09/2022 | 02/2024 |
| Rich & Company Accountants | Irvine | CA | 02/2024 | 01/2025 |
| Pacifica Tax Advisors | Huntington Beach | CA | 02/2025 | 04/2025 |
| Unemployed | Huntington Beach | CA | 04/2025 | 06/2025 |
| Ledge Core Accountant | Huntington Beach | CA | 06/2025 | Present |
| Innovation Partners Llc | Charlotte | NC | 10/2025 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 12/2025 | Present |
| Cornhall Tax And Advisory Solutions Llc | Huntington Beach | CA | 08/2025 | Present |
1) Name of OBA - Title/Duties: Outside insurance sales Address: 4675 MacArthur Ct. # 725, Newport Beach, CA, 92660 Start Date: 04/23/2020 Number of hours per month & number of hours during normal business hours: 8 per month, 8 during normal business hours Investment related or non investment related: Investment related 2) Name of Business: Cornhall Tax & Advisory Solutions Ltd Investment-Related Nature: No Address of the Other Business: Huntington Beach, CA Nature of the Other Business: Tax Preparation Position, Title, or Relationship: Owner Start Date of the Relationship: 08/2025 Approximate Number of Hours per Month Devoted: 80 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
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