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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-01 |
Branch Locations
9595 Wilshire Blvd. 9Th Floor, Beverly Hills, CA 90212 • United States
1500 Rosecrans Ave. Ste 500, Manhattan Beach, CA 90266 • United States
3780 Kilroy Airport Way, Ste. 200, Long Beach, CA 90806 • United States
400 Corporate Pointe Suite 300, Culver City, CA 90230 • United States
100 Oceangate Suite 12Oo, Long Beach, CA 90802 • United States
19200 Von Karman Avenue Suite 400, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Movement Mortgage | Redondo Beach | CA | 08/2015 | 07/2017 |
| The Golden 1 Credit Union | Sacramento | CA | 07/2017 | 07/2018 |
| Platinum Life Financial And Investments | Beverly Hills | CA | 06/2017 | Present |
| Retirement Wealth Advisors | Beverly Hills | CA | 01/2018 | Present |
| Platinum Wealth Advisors | Beverly Hills | CA | 07/2017 | Present |
| American Retirement Education Services/ Retire 123 | Beverly Hills | CA | 04/2018 | Present |
(1) Platinum Wealth Advisors; investment related, 9595 Wilshire Blvd, Suite 900, Beverly Hills CA, 90212, DBA for IA Business, Employee, Started 07/2017, 145 hrs/ month 145 during trading, Duties include retirement planning and consulting (2) PLATINUM LIFE FINANCIAL AND INVESTMENTS; INVESTMENT RELATED; 9595 Wilshire Blvd, Suite 900, Beverly Hills CA, 90212; INSURANCE SALES; AGENT; STARTED 06/2017; 16 HOURS/MONTH DEVOTED; 16 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INDEPENDENT SALE OF LIFE AND HEALTH INSURANCE PRODUCTS. (3) American Retirement Education Services/ Retire123, investment related, 9595 Wilshire Blvd, Suite 900, Beverly Hills CA, 90212, investment education, Employee, 04/2018, 20 hrs/month (zero during trading hours), lesson planning and lecturing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-03 |
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