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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| CA | RA | APPROVED | 2020-03-04 |
Branch Locations
18111 Von Karman Avenue, Irvine, CA 92612 • United States
Huntington Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 20/20 Financial Advisors | Costa Mesa | CA | 02/2014 | 02/2020 |
| Ameritas Investment Corp | Lincoln | NE | 03/2014 | 02/2020 |
| 20/20 Capital Management | Costa Mesa | CA | 11/2015 | 04/2018 |
| 20/20 Capital Management, Inc. | Costa Mesa | CA | 05/2018 | 02/2020 |
| City National Rochdale | Beverly Hills | CA | 02/2020 | 03/2022 |
| Cnr Securities, Llc | Irvine | CA | 03/2022 | Present |
(1) Name of Entity: 6131 Eagelcrest Dr; Non investment-related; Address: 6131 Eaglecrest Dr. Huntington Beach, CA 92648; Nature of OBA: Rental condominium; Position/Title/Relationship: Sole Proprietor; Start Date: 2010-03-13; Time devoted: 1 hours per month; 0 during securities trading hours; Duties: Owner/landlord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-01 |
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