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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-11 |
Branch Locations
600 W Broadway #700, San Diego, CA 92101 • United States
11440 W Bernardo Court #300, San Diego, CA 92127 • United States
12636 High Bluff Drive #400, San Diego, CA 92130 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 20/20 Financial Advisers | Cardiff By The Sea | CA | 12/2010 | 01/2022 |
| Ameritas Investment Corp | Lincoln | NE | 01/2011 | 01/2022 |
| Ameritas Life Insurance | Lincoln | NE | 01/2011 | 01/2022 |
| 20/20 Capital Management | Costa Mesa | CA | 06/2016 | 01/2022 |
| Dynamic Wealth Advisors Dba Pinnacle Private Advisors | San Diego | CA | 01/2022 | 07/2025 |
| Dynamic Wealth Advisors Dba Seagrove Wealth Partners | San Diego | CA | 07/2025 | Present |
MR. WU IS A LICENSED INSURANCE AGENT; START DATE=12/2010; HRS/MO=80; TRADING HRS/MO=80; SALES OF DISABILITY, LIFE INSURANCE, AND LONG-TERM CARE, ALSO ANNUITY SALES; THIS IS INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-22 |
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