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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2024-10-01 |
Branch Locations
100 Spectrum Center Dr Suite 900, Irvine, CA 92618 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 06/2011 | 11/2017 |
| Gramercy Securities, Inc. | Dana Point | CA | 03/2018 | 10/2020 |
| Optivest Inc. | Dana Point | CA | 11/2017 | 10/2020 |
| Axxcess Wealth Management, Llc | Laguna Beach | CA | 10/2020 | 09/2024 |
| Tessera Capital Partners, Llc | Laguna Beach | CA | 10/2020 | 10/2021 |
| Rfg Advisory, Llc Dba Blue Sands Wealth Management | Irvine | CA | 09/2024 | Present |
(1) L&B CAPITAL GROUP LLC; INVESTMENT-RELATED; 100 SPECTRUM CENTER DR, SUITE 900, IRVINE, CA 92618; CURRENT DBA-CLOSING DOWN 12/31/2024; CEO-FOUNDER, WEALTH ADVISOR; START 01/2020; 160 HOURS/MONTH DURING SECURITIES TRADING HOURS; ADVISE CLIENTS/INSURANCE. (2) BLUE SANDS WEALTH MANAGEMENT LLC; INVESTMENT-RELATED; 100 SPECTRUM CENTER DR, SUITE 900, IRVINE, CA 92618; NEW DBA - LLC; CEO-FOUNDER, WEALTH ADVISOR; START 9/2024; 160 HOURS/MONTH DURING SECURITIES TRADING HOURS; ADVISE CLIENTS/INSURANCE. (3) BLCK TRUST; NOT INVESTMENT-RELATED; PO BOX 3015, MISSION VIEJO, CA 92690; PERSONAL TRUST (OWNS RENTAL PROPERTIES); TRUSTEE; START: 2016; ONE HOUR PER MONTH DURING SECURITIES TRADING HOURS; OVERSEE RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-26 |
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