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Current Employers
The Financial Architects Wealth Management Llc

13890 Peyton Drive Ste A, Chino Hills, CA 91709 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-15
  • CA RA
    APPROVED
    Since 2026-01-15

Branch Locations

13890 Peyton Drive Ste A, Chino Hills, CA 91709 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group, Inc. Anaheim CA 09/2007 06/2019
Covered California, California Health Exchange Sacramento CA 01/2016 Present
Transamerica Financial Advisors, Inc. Anaheim CA 12/2015 06/2019
Denita Clark Sole Proprietor Dba The Financial Architects Chino Hills CA 05/2019 Present
The Financial Architects Wealth Management Llc Chino Hills CA 11/2019 Present
Gradient Securities, Llc Arden Hills MN 06/2021 04/2022
The Financial Architects Wealth Management Llc Chino Hills CA 07/2021 Present
  • 09/2007 → 06/2019
    World Financial Group, Inc.
    Anaheim, CA
  • 01/2016 → Present
    Covered California, California Health Exchange
    Sacramento, CA
  • 12/2015 → 06/2019
    Transamerica Financial Advisors, Inc.
    Anaheim, CA
  • 05/2019 → Present
    Denita Clark Sole Proprietor Dba The Financial Architects
    Chino Hills, CA
  • 11/2019 → Present
    Chino Hills, CA
  • 06/2021 → 04/2022
    Gradient Securities, Llc
    Arden Hills, MN
  • 07/2021 → Present
    Chino Hills, CA
Previous Registrations
  • 2020-01-22 → 2021-11-18
    The Financial Architects Wealth Management Llc
    Chino, CA
  • 2016-01-27 → 2019-06-04
    Corona, CA
    Riverside, CA
  • 2004-03-05 → 2005-09-09
    Riverside, CA
  • 2001-08-29 → 2003-07-11
    Cuna Brokerage Services, Inc.
    Moreno Valley, CA
Other Businesses

1. Denita Clark Sole Proprietor DBA The Financial Architects; Investment Related; 2140 Grand Avenue, Suite 240, Chino Hills, CA 91709; Insurance Agency; Owner/Insurance Agent; 05/2019; 40 Hours per month; 40 during securities trading hours; sales of insurance. 2. Covered California; Investment Related; 2140 Grand Avenue, Suite 240, Chino Hills, CA 91709; Insurance Agency; Insurance Agent; 01/2016; 10 hours per month; 2 hours during securities trading hours; sales of health insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-27
S63 Uniform Securities Agent State Law Examination 2000-08-07
  • S66 Uniform Combined State Law Examination
    2000-10-27
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07
Other Names
  • Denita Renee Brooks

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