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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-04-05 |
| TX | RA | APPROVED | 2021-06-14 |
| CA | RA | APPROVED | 2021-05-26 |
Branch Locations
Spring Hill, TN • United States
9870 Research Drive, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Newport Beach | CA | 05/2016 | 05/2021 |
| Mml Investors Services, Llc | Newport Beach | CA | 06/2016 | 05/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2021 | Present |
| Cooper Financial Group Dba Cooper Mcmanus | Irvine | CA | 05/2021 | Present |
1) COOPER MCMANUS, 2039 Sercy Drive Spring Hill TN, 05/2021, ADV REP OF A REGISTERED INV ADV, INV REL, 80 HR/MO 80 HR/MO TRADING 2) JOSH WAKEFIELD, 2039 Sercy Drive Spring Hill TN, 01/2014, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10 HR/MO 5 HR/MONTH TRADING 3) FINANCIAL CLARITY GUIDES LLC, SPRING HILL TN 37174, 11/2023, SECURITIES DBA, INV REL, 10 HR/MO 5 HR/MO TRADING 4) JOSH WAKEFIELD, 318 Seabord Lane, Suite 112, Franklin TN 37067, 06/2024, Agent, Real Estate, NIR, 10 HR/MO, 4 HR/MO TRADING. 5) J2L PROPERTIES, LLC, 2039 Sercy Drive, Spring Hill TN 37174, United States, 09/04/2024, Owner, Real Estate, NIR, 2/MO - 0/Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-14 |
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