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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-14 |
| CA | RA | APPROVED | 2023-07-13 |
Branch Locations
Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Growth Management Inc | Costa Mesa | CA | 07/2018 | Present |
| Winter Park Presbyterian Church | Winter Park | FL | 06/2014 | 06/2018 |
| Einstok Wealth Management Llc | Costa Mesa | CA | 09/2022 | Present |
| Presbytery Of Santa Barbara | Santa Barbara | CA | 10/2022 | Present |
Presbytery of Santa Barbara; not investment-related; 6067 Shirrell Way Goleta, CA 93117; religious institutions, General Presbyter; 9/17/2022; 120 hours per month; 20 hours during trading hours; executive leadership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-07 |
| S66 | Uniform Combined State Law Examination | 2005-01-25 |
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