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635 E. Chapman Ave., Orange, CA 92866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2017-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Irvine | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 11/2016 | 04/2017 |
| Guardian Financial Partners, Llc | Orange | CA | 04/2017 | Present |
(1) REAL ESTATE INVESTMENT PROPERTY, INV RELATED, GILBERT, AZ, RESIDENTIAL, 100% OWNERSHIP, START 1/23/2005, 2 HRS PER MONTH, 0 DURING TRADING, OWNER. RENTAL PROPERTY, INV RELATED, CHANDLER, AZ, OWNER, RENTAL PROPERTY, START 10/05, 1 HR MONTH, 0 HRS DURING TRADING. (2) INSURANCE AGENT; ORANGE, CA; INVESTMENT-RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-09 |
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