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2211 Michelson Drive Suite 300, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-08-13 |
Branch Locations
2211 Michelson Drive Suite 300, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marrick Wealth, Llc | Irvine | CA | 08/2012 | Present |
CALCPA EDUCATION FOUNDATION - NON-INVESTMENT RELATED - SANTA ANA, CA - CPA COURSE INSTRUCTOR - 4 HOURS PER MONTH NON-TRADING HOURS - TEACH CPAS AND CFPS A CONTINUING EDUCATION COURSE TITLE TAX-SMART INVESTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-17 |
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