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28202 Cabot Road Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
Branch Locations
28202 Cabot Road Suite 300, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services, Inc | San Diego | CA | 06/2012 | 02/2018 |
| Sentient Financial, Llc | Laguna Nigue | CA | 02/2018 | Present |
| Sentient Financial, Llc | Laguna Niguel | CA | 06/2012 | Present |
2005-Present: Oxford University Press/Not Investment Related/New York, NY/Higher Education Publishing Company/Sales Representative/Involves up to 40% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-21 |
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