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5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-07-31 |
Branch Locations
5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States
7040 N Marks Avenue Suite 111, Fresno, CA 93711 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Fresno | CA | 09/2010 | 11/2018 |
| The Wealth Consulting Group | Fresno | CA | 12/2016 | 11/2018 |
| Raymond James Financial Service4S Advisors, Inc. | Fresno | CA | 11/2018 | 09/2019 |
| Raymond James Financial Services, Inc. | Fresno | CA | 11/2018 | 09/2019 |
| Concurrrent, Llc | Sandiego | CA | 11/2018 | 09/2019 |
| Securities America, Inc. | Fresno | CA | 09/2019 | 11/2022 |
| Wealthplan Partners, Inc | Fresno | CA | 09/2019 | 11/2022 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | 11/2022 |
| Lpl Financial Llc | Fresno | CA | 11/2022 | 05/2024 |
| Alexander Capital Lp | Red Bank | NJ | 10/2024 | 07/2026 |
| Unemployed | Clovis | CA | 05/2024 | 10/2024 |
| Alexander Capital Wealth Management Llc | Red Bank | NJ | 10/2024 | 07/2026 |
| Yosemite Capital Management, Llc | Fresno | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
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