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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| CA | RA | APPROVED | 2025-08-27 |
Branch Locations
391 N. Main Street Suite 107, Corona, CA 92878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Corona | CA | 02/2016 | 08/2025 |
| Wealthplan Partners | Omaha | NE | 02/2016 | 11/2016 |
| Mariner Independent Advisor Network, Llc | Corona | CA | 10/2016 | 08/2025 |
| Osaic Wealth, Inc | Corona | CA | 08/2025 | Present |
1. 5/25/2021 - Simplified Wealth Management, Inc. - DBA: Simplified Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 5/24/2021 - 40 Hours Per Month/40 Hours During Securities Trading 2. SIMPLIFIED WEALTH MANAGEMENT POSITION: Secretary NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 02/01/2016 ADDRESS: 391 N Main St, Suite#107, Corona CA 92878, United States DESCRIPTION: Financial Planner 3. SWM IN CORONA INSURANCE SERVICES POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/23/2021 ADDRESS: 391 N Main St, Suite#107, Corona CA 92878, United States DESCRIPTION: This is our Life and LTC Insurance Agency in California 4. AARON N JOHNSON TRUST DTD 05/21/2015 POSITION: Trustee NATURE: Personal Family Trust for Estate Planning Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2015 ADDRESS: 5615 Land View Court, Rancho Cucamonga CA 91737, United States DESCRIPTION: Trustee of personal family trust. 5.ROTARY INTERNATIONAL POSITION: President Elect NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 06/30/2026 ADDRESS: 1560 Sherman Ave., Evanston IL 60201, United States DESCRIPTION: President Elect of the local chapter, Rancho Cucamonga.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-14 |
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