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100 Bayview Circle Suite 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
100 Bayview Circle Suite 100, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Interactive Financial Advisors, Inc. | Chicago | IL | 01/2018 | 03/2021 |
| Sunpath Financial - Dba | Newport Beach | CA | 02/2016 | 06/2020 |
| Sunpath Financial Group Incorporated | Newport Beach | CA | 07/2020 | Present |
2016-Present: Sunpath Financial & Insurance Agency/Insurance Related/Newport Beach, CA/Licensed Insurance Agent/Offer unaffiliated issuers' fixed insurance and annuity products via RIA-insurance agency doing business as Sunpath Financial & Insurance Agency/Activity involves 50% or more time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-05 |
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