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26491 Summit Circle, Santa Clarita, CA 91350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
26491 Summit Circle, Santa Clarita, CA 91350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Valencia | CA | 05/2013 | 07/2017 |
| Raymond James Financial Services Advisors Inc. | Valencia | CA | 05/2013 | 07/2017 |
| Vance Wealth Group | Pasadena | CA | 05/2013 | 07/2017 |
| Ucla Anderson School | Los Angles | CA | 07/2017 | 06/2019 |
| Kudu | Los Angles | CA | 06/2018 | 09/2018 |
| Eliqs, Llc | Los Angles | CA | 01/2018 | 05/2020 |
| Checchi Capital Advisers, Llc | Los Angeles | CA | 07/2019 | 02/2021 |
| Vance Wealth, Inc. | Santa Calrita | CA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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