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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-16 |
Branch Locations
780 Jamacha Road, El Cajon, CA 92019 • United States
2610 El Camino Real A, Carlsbad, CA 92008 • United States
3777 Sports Arena Blvd, San Diego, CA 92110 • United States
9420 Farnham St., San Diego, CA 92123 • United States
3773 30Th St. Ste G, San Diego, CA 92104 • United States
16763 Bernardo Center Drive, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifepro Asset Management | San Diego | CA | 06/2018 | 09/2019 |
| Bank Of America | San Diego | CA | 08/2015 | 10/2017 |
| Kam Financial And Realty | San Diego | CA | 05/2018 | 10/2018 |
| Professional Mortgage Associates | Carlsbad | CA | 10/2017 | 05/2018 |
| Bankers Life Securities, Inc | San Diego | CA | 09/2019 | 06/2020 |
| Bankers Life Advisory Service, Inc | San Diego | CA | 09/2019 | 06/2020 |
| Bankers Life & Casualty, Inc | San Diego | CA | 07/2019 | 06/2020 |
| Allstate | Escondido | CA | 07/2020 | 12/2020 |
| Albert Shapiro Broker | Carlsbad | CA | 07/2010 | 12/2022 |
| Mml Investors Services Llc | San Diego | CA | 12/2022 | 11/2023 |
| Massmutual Life Insurance Company | San Diego | CA | 12/2022 | 11/2023 |
| Pacific Sun Mortgage Company | Solano Beach | CA | 08/2020 | 03/2022 |
| Securities America, Inc. | Carlsbad | CA | 11/2023 | 06/2024 |
| Pfg Advisors | Carlsbad | CA | 11/2023 | Present |
| Osaic Wealth, Inc. | Carlsbad | CA | 06/2024 | 11/2025 |
| Albert Shapiro | 2310 El Camino Real #A | CA | 03/2006 | Present |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
1.) MYPOINT WEALTH - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - SAN DIEGO, CA - SINCE 03/2026 - INVESTMENT RELATED 2.) PFG ADVISORS LLC - IAR - REGISTERED INVESTMENT ADVISOR - CARLSBAD, CA - SINCE 11/2023 - INVESTMENT RELATED 3.) ALBERT SHAPIRO - INSURANCE AGENT - NON-VARIABLE INSURANCE - CARLSBAD, CA - SINCE 03/2006 - INVESTMENT RELATED 4.) MYPOINT CREDIT UNION - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - CARLSBAD, CA - SINCE 11/2023 - INVESTMENT RELATED 5.) ALBERT SHAPIRO - OWNER - REAL ESTATE SALES/RENTAL PROPERTEIES/PROPERTH MANAGEMENT - CARLSBAD, CA - SINCE 02/1997 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-15 |
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