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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED_RES | 2025-12-15 |
Branch Locations
3229 E Spring St Suite 340, Long Beach, CA 90806 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Long Beach | CA | 06/2013 | 07/2021 |
| Cerritos Rod And Gun Club | Cerritos | CA | 03/2011 | 07/2021 |
| Rocky Mountain Elk Foundation | Huntington Beach | CA | 04/2012 | 07/2021 |
| Power 4 Youth | Long Beach | CA | 11/2012 | 10/2020 |
| California Pistol And Rifle Association | Fullerton | CA | 11/2012 | 07/2021 |
| United Cambodian Community | Long Beach | CA | 04/2013 | 10/2020 |
| Various Insurance Carriers For W&R Insurance Agencies | Long Beach | CA | 06/2013 | 07/2021 |
| M.J. Peters & Associates | Torrance | CA | 05/2015 | 07/2021 |
| Department Of Fish & Wildlife | Sacramento | CA | 07/2016 | 07/2021 |
| Long Branch Enterprises | Cypress | CA | 07/2016 | 07/2021 |
| Professionals In Human Resource Association (Pihra) | Gardena | CA | 05/2016 | 07/2021 |
| Bni Business Network International (Long Beach) | Buena Park | CA | 01/2018 | 10/2020 |
| Long Branch Fly Fishing | Cypress | CA | 04/2020 | 07/2021 |
| Lpl Financial Llc | Long Beach | CA | 07/2021 | 12/2025 |
| Osaic Wealth, Inc. | Long Beach | CA | 12/2025 | Present |
1. LONG BRANCH FLY FISHING POSITION: OWNER/GUIDE NATURE: SOLE PROPRIETOR INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 10 START DATE: 05/20/2017 ADDRESS: 3429 MCNAB AVE, LONG BEACH CA 90808, United States DESCRIPTION: I guide clients on rivers, on the surf and take them fishing. 2. CA DEPARTMENT OF FISH AND WILDLIFE POSITION: I teach hunter education and safety. NATURE: I teach hunter education and safety. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 3429 MCNAB AVE, LONG BEACH CA 90808, United States DESCRIPTION: I teach hunter education and safety. 3. MJ PETERS & ASSOCIATES POSITION: OWNER/CEO NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/20/2000 ADDRESS: 11 GOLDEN SHORE SUITE 370, LONG BEACH CA 90808, United States DESCRIPTION: I manage and construct portfolios clients. I rebalance their portfolios, give them investment advise and do financial plans for them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-08 |
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