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Current Employers
Probitas Financial

1500 Quail Street Suite 540, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-12-22
CA RA APPROVED 2012-05-02
  • TX RA
    APPROVED_RES
    Since 2014-12-22
  • CA RA
    APPROVED
    Since 2012-05-02

Branch Locations

1500 Quail Street Suite 540, Newport Beach, CA 92660 • 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
Tcfg Wealth Management, Llc Newport Beach CA 01/2014 01/2017
Tcfg Investment Advisors Llc Newport Beach CA 02/2014 01/2017
United Planners' Financial Services Of America Scottsdale AZ 01/2017 Present
Law Offices Of Gary Vyneman Newport Beach CA 01/2006 Present
Probitas Financial Newport Beach CA 07/2007 Present
Morgan Law Group Newport Beach CA 01/2012 02/2018
Great Scott Tree Service Stanton CA 12/2014 Present
Gary Joseph Vyneman Independent Insurance Newport Beach CA 01/2018 Present
  • 01/2014 → 01/2017
    Tcfg Wealth Management, Llc
    Newport Beach, CA
  • 02/2014 → 01/2017
    Newport Beach, CA
  • 01/2017 → Present
    United Planners' Financial Services Of America
    Scottsdale, AZ
  • 01/2006 → Present
    Law Offices Of Gary Vyneman
    Newport Beach, CA
  • 07/2007 → Present
    Newport Beach, CA
  • 01/2012 → 02/2018
    Morgan Law Group
    Newport Beach, CA
  • 12/2014 → Present
    Great Scott Tree Service
    Stanton, CA
  • 01/2018 → Present
    Gary Joseph Vyneman Independent Insurance
    Newport Beach, CA
Previous Registrations
Other Businesses

1.) LAW OFFICES OF GARY VYNEMAN - OWNER - LEGAL SERVICES - NEWPORT BEACH, CA - SINCE 01/2006 - NOT INVESTMENT RELATED 2.) PROBITAS FINANCIAL - PRESIDENT - REGISTERED INVESTMENT ADVISOR - NEWPORT BEACH, CA - SINCE 07/2007 - INVESTMENT RELATED 3.) GREAT SCOTT TREE SERVICE - DIRECTOR ON BOARD OF DIRECTORS - TREE MAINTENANCE SERVICE - STANTON, CA - SINCE 12/2014 - NOT INVESTMENT RELATED 4.) VIEWPOINT CHURCH - TREASURER/BOARD OF DIRECTORS - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - NEWPORT BEACH, CA - SINCE 02/2014 - NOT INVESTMENT RELATED 5.) PROBITAS FINANCIAL - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - NEWPORT BEACH, CA - SINCE 08/2018 - INVESTMENT RELATED 6.) GARY JOSEPH VYNEMAN INDEPENDENT INSURANCE - AGENT - NON-VARIABLE INSURANCE - NEWPORT BEACH, CA - SINCE 01/2018 - INVESTMENT RELATED 7.) NUTS NINJA, LLC - OWNER/MANAGER - SALE OF ROASTED NUTS - NEWPORT BEACH, CA - SINCE 08/2018 - NOT INVESTMENT RELATED 8.) GDBB, LLC - OWNER/MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - COSTA MESA, CA - SINCE 01/2020 - INVESTMENT RELATED 9.) DARLYNN MORGAN VYNEMAN ILIT - TRUSTEE - TRUST RELATED SERVICES - NEWPORT BEACH, CA - SINCE 10/2021 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-17
  • S66 Uniform Combined State Law Examination
    2004-06-17

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