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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-09 |
| AZ | RA | APPROVED | 2022-08-31 |
| KS | RA | APPROVED | 2022-08-22 |
| CA | RA | APPROVED | 2022-08-19 |
Branch Locations
27450 Ynez Road Suite 212, Temecula, CA 92591 • 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 |
|---|---|---|---|---|
| Farmers Insurance | Temecula | CA | 05/2011 | 03/2017 |
| Farmers Financial Solutions | Temecula | CA | 05/2012 | 03/2017 |
| University Of Phoenix | San Diego | CA | 02/2012 | 12/2021 |
| Edward Jones | St Louis | MO | 04/2018 | 08/2022 |
| University Of North Texas | Denton | TX | 09/2017 | 05/2018 |
| Guardian Life Insurance Company | Temecula | CA | 08/2022 | Present |
| Park Avenue Securities Llc | Temecula | CA | 08/2022 | Present |
1) Redy U, Inc- Founder/CEO of this life skills education company, Start: 01/01/2022, Address: 27555 Ynez Rd, Suite 110 Temecula, CA 92591, 50 total hours per month 0 during securities trading hours, Not Investment related, More than 10% annual compensation, 2) Music Teaching and Singing- Palomar College, Cal State San Marcos and San Diego Master Chorale. Singing and teaching classical music., Start: 09/26/2022, Address: Palomar College 140 W Mission Rd San Marcos, CA 92069, 40 total hours per month; 12 during securities trading hours, Not Investment related, More than 10% annual compensation, 3) Wealth Redy & Insurance Solutions, Inc.-DBA for financial services and insurance solutions, Start: 11/09/2022, Address: 27450 Ynez Rd, Suite 212 Temecula, CA 92591, 160 total hours per month; 120 during securities trading hours, Investment related, More than 10% annual compensation, 4) Business Friends, Start: 10/19/2023, Address: Murrieta, CA 92563 10 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 5) Author-The Art of Phone Sales. Available on Amazon, Start: 09/15/2015, Address: N/A, 0 total hours per month, Not investment related, Less than 10% annual compensation, 6) Insurance outside of Guardian, Start: 09/30/2025, Address: 27450 Ynez Rd, Suite 212 Temecula, CA 92591, 1 total hour per month; 0 during securities trading hours, Investment related, <10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-06 |
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