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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
1422 Edinger Avenue, Ste 230, Tustin, CA 92780 • 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 |
|---|---|---|---|---|
| Osaic Wealth Inc | Tustin | CA | 05/2026 | Present |
| J.P. Morgan Securities, Llc/Chase Bank | San Francisco | CA | 03/2011 | 11/2017 |
| Assetmark Brokerage, Llc | Concord | CA | 11/2017 | 09/2018 |
| Bancwest Investment Services | Brentwood | CA | 03/2019 | 05/2023 |
| Boston Institute Of Finance | Waltham | MA | 11/2018 | 03/2021 |
| Lpl Financial, Llc | Walnut Creek | CA | 05/2023 | 08/2023 |
| Edward Jones | St Louis | MO | 08/2023 | 05/2026 |
1. RENTAL PROPERT POSITION: Property Owner NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 3206 Mt Diablo St, Concord CA 94518, United States DESCRIPTION: Rental Property 2. RENTAL PROPERTY POSITION: Property Owner NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2023 ADDRESS: 1740 Poplar Drive, Walnut Creek CA 94595, United States DESCRIPTION: Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-23 |
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