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Dana Point, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-04 |
Branch Locations
Dana Point, CA • United States
300 Spectrum Center, Suite 400, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miramontes Capital, Llc | Irvine | CA | 07/2015 | 12/2017 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 12/2015 | 12/2017 |
| Laguna Wealth Advisors, Llc | Aliso Viejo | CA | 12/2017 | Present |
California State University, Fullerton Alumni Association-Not investment related-George G. Gullener Alumni House PO Box 6826, Fullerton, CA 92834-Alumni Networking-CSUF Alumni Finance Association-President-9/1/2016-8-10 hrs/mth-0 during trading hrs-Helps alumni get involved with the business school and its students and to encourage students to interact with alumni.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
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