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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-20 |
Branch Locations
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Simi Valley | CA | 03/2015 | 03/2017 |
| Western Internaltional Securities Inc | Pasadena | CA | 03/2017 | 01/2018 |
| Pruco Securities, Llc. | Sherman Oaks | CA | 01/2018 | 03/2023 |
| Prudential Insurance Company Of America | Sherman Oaks | CA | 01/2018 | 03/2023 |
| Concourse Financial Group Securities Inc | Glendale | CA | 03/2023 | 02/2024 |
| Brooklight Place Securities | Van Nuys | CA | 02/2024 | 06/2025 |
| Acrylic Financial, Llc | Van Nuys | CA | 03/2024 | Present |
APIM; Investment Related; Glendale, CA; Insurance; Insurance Specialist; Start Date 03/2024; 20 hours per month with 5 hours per month occurring during trading hours; Provide non-variable life insurance and health insurance to consumers. >> REALTOR; Non-Investment Related; Burbank, CA; Real Estate; Realtor; Start Date 06/2023; 10 hours per month with some hours per month occurring during trading hours; Facilitating buying and selling of real estate transactions. >> PAPER TYCOON INC; Non-Investment Related; Van Nuys, CA; Other; CEO; Start Date 08/2021; 4 hours per month with no hours during trading hours; Administrative duties. >> URFALYAN FINANCIAL & INSURANCE SOLUTIONS INC; Investment Related; Sherman Oaks, CA 91403; Other; President/CEO/Registered Agent; Start Date 11/2017; 1 hour per month with no hours per month during trading hours; Established for business tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-07 |
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