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Inactive

Cory Brandon Griffiths

Falcon Wealth Planning, Inc.

Ontario, CA

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Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-26
TX RA APPROVED 2025-03-26
  • CA RA
    APPROVED
    Since 2025-03-26
  • TX RA
    APPROVED
    Since 2025-03-26

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Riverside CA 12/2014 04/2021
Tgi Fridays Rancho Cucamonga CA 08/2015 11/2016
Paul Martins Rancho Cucamonga CA 03/2012 09/2022
Fleming's Rancho Cucamonga CA 04/2021 Present
Falcon Wealth Planning, Inc. Ontario CA 11/2024 Present
  • 12/2014 → 04/2021
    Primerica Financial Services
    Riverside, CA
  • 08/2015 → 11/2016
    Tgi Fridays
    Rancho Cucamonga, CA
  • 03/2012 → 09/2022
    Paul Martins
    Rancho Cucamonga, CA
  • 04/2021 → Present
    Fleming's
    Rancho Cucamonga, CA
  • 11/2024 → Present
    Falcon Wealth Planning, Inc.
    Ontario, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-02-20
  • S63 Uniform Securities Agent State Law Examination
    2018-02-20
Designations
Other Names
  • Cory B Griffiths
  • Cory Griffiths

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
BAYNES FINANCIAL LLC

Other Investors

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Chris W Cooper
Falguni M Patel
DARRIN DUVAL
Illya De Jesus Williams
Jose Antonio Torres
Aaron Blackfelner
Craig THOMAS Wong

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ONTARIO, CA
TRINITY FINANCIAL PARTNERS · ONTARIO, CA
OSAIC WEALTH, INC. · ONTARIO, CA
WELLS FARGO CLEARING SERVICES, LLC · ONTARIO, CA
NEWEDGE ADVISORS · Ontario, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
U.S. BANCORP ADVISORS, LLC · Rancho Cucamonga, CA
LPL FINANCIAL LLC · ONTARIO, CA

More in Ontario, CA

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