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17011 Beach Blvd, Suite 900, Huntington Beach, CA 92647 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
| CA | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED_RES | 2026-01-05 |
Branch Locations
17011 Beach Blvd, Suite 900, Huntington Beach, CA 92647 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Stronghold Capital Partners Llc | Gilbert | AZ | 08/2022 | 10/2023 |
| Greystone Wealth Advisors Llc | Huntington Beach | CA | 06/2017 | Present |
| Charles Schwab &Co., Inc. | Phoenix | AZ | 07/2014 | 07/2017 |
| Charles Schwab &Co., Inc. | Phoenix | AZ | 03/2015 | 07/2017 |
| Ae Wealth Management Llc | Topeka | KS | 10/2023 | Present |
| Greystone Wealth Management Llc | Huntington Beach | CA | 01/2026 | Present |
Greystone Wealth Advisors LLC; Yes Investment Related; 17011 Beach Blvd., Suite 900, Huntington Beach, CA 92647; Annuities Sales; POSITION Owner/Insurance Agent; START DATE: 06/2017; Approx. 80 hours a month; Approx. 80 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-02 |
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-24 |
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