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22994 El Toro Rd, Lake Forest, CA 92630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement | Aliso Viejo | CA | 01/2015 | 08/2023 |
| Michael T Rezinas Insurance Services Inc. | Mission Hills | CA | 06/1998 | 01/2017 |
| Benefits Exchange Alliance | Mission Hills | CA | 07/2017 | Present |
| G.W. Sherwold Associates, Inc. | Lake Forest | CA | 09/2023 | Present |
1) Benefits Exchange Alliance, Senior Benefits Consultant, Michael Nesheim receives compensation from Benefits Exchange Alliance Corporation 2) The Master University - Employee- Teaching, NON Investment Related, 64 hours per month, no compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-30 |
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