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2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-14 |
| CA | RA | APPROVED | 2021-10-26 |
Branch Locations
2 Park Plaza Suite 800, Irvine, CA 92614 • United States
74-785 Highway 111, Ste. 211, Indian Wells, CA 92210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Bermuda Dunes | CA | 06/2012 | 01/2019 |
| Ams Tax Service, Inc. | Bermuda Dunes | CA | 10/2007 | Present |
| Mangus Accountancy Group, Apc | Palm Springs | CA | 01/2018 | Present |
| Cooper Mcmanus | Indian Wells | CA | 02/2014 | 12/2021 |
| West Wealth Group, Llc | Irvine | CA | 10/2021 | Present |
| Ensemble Wealth Management | Indian Wells | CA | 01/2019 | 01/2024 |
| Yack Wealth Management | Indian Wells | CA | 01/2024 | Present |
1) AMS Tax Service, Inc.~'NIR'~78078 Country Club Dr., Suite 202~Bermuda Dunes~CA~92203~Tax Preparation/Accounting~Other~10/1/2007~160hrs~120hrs~Provide income tax services to individuals and businesses|Fiduciary Appointment-Trustee~'NIR'~78078 Country Club Dr. Ste 202~Bermuda Dunes~CA~92203~7/9/2018~2hrs~2hrs~My duty will be to administer, liquidate, and distribute the entire trust to the beneficiaries. OFFICER AT MANGUS ACCOUNTANCY GROUP, APC. 2) Mangus Enterprises dba Mastershield; Investment Related: No; Address: 78015 Wildcat Dr. Ste 102, Palm Desert, CA 92211; Nature of Business: Automotive Paint Protection and Window Tint; Title: Shareholder/Office; Start Date: 11/01/2020; Hours/Month: 4; Securities Trading Hours/Month: 2 hours/month; Duties: Monthly review of financials with management shareholders and attending occasional staff meetings. (3.) Yack Wealth Management; 74-785 Highway 111, Suite 211, Indian Wells, CA 92210; January 1, 2024; Duties/Description: Marketing; Not Investment Related; 40 hours per week hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-05 |
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