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3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-24 |
| CA | RA | APPROVED | 2025-04-04 |
| TX | RA | APPROVED_RES | 2025-04-04 |
Branch Locations
1166 E Warner Rd Suite 101, Gilbert, AZ 85296 • United States
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2011 | 04/2023 |
| Falcon Wealth Planning, Inc. | Ontario | CA | 02/2025 | Present |
| Falcon Wealth Planning, Inc. | Gilbert | AZ | 02/2025 | Present |
| Unemployed | Gilbert | AZ | 05/2023 | 01/2025 |
StickyFeet, LLC; Owner; Online Business only; Investment related: No; Description: We create 3d printed grip tape for Personal Electric Vehicles.; Start date: 2024-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-20 |
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