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650 Town Center Dr Ste 920, Costa Mesa, CA 92626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-12-21 |
Branch Locations
650 Town Center Dr Ste 920, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Financial Group West, Inc. | Lake Arrowhead | CA | 06/2007 | 12/2017 |
| Simpson & Simpson Life Insurance Services, Inc. | Costa Mesa | CA | 02/2007 | Present |
| Sgl Financial, Llc | Chicago | IL | 04/2013 | 11/2017 |
| Wealth Financial Group West, Inc. | Costa Mesa | AR | 06/2007 | Present |
| Brokers International | Urbandale | IA | 05/2017 | 12/2018 |
| Gradient Advisors, Llc | Arden Hills | MN | 11/2018 | Present |
| Wealth Financial Group West, Inc. | Costa Mesa | AZ | 11/2022 | Present |
1)dba Wealth Financial Group West; Investment Related; 650 Town Center Dr Ste 920, Costa Mesa, CA 92626; Financial Advising Services; President, 80 hours per month, 2007 Start Date 2)SIMPSON AND SIMPSON LIFE INSURANCE SERVICES, INC.; INVESTMENT RELATED;SAN BERNADINO, CA; INSURANCE SALES AND SERVICES;2007;50 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-21 |
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