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19200 Von Karman Avenue Suite 1050, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-28 |
| CA | RA | APPROVED | 2017-12-12 |
Branch Locations
19200 Von Karman Avenue Suite 1050, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copenbarger Corporation | Newport Beach | CA | 02/2015 | 02/2017 |
| Apriem Advisors | Irvine | CA | 02/2017 | Present |
| Solutions Financial | Orange | CA | 07/2015 | Present |
Independent insurance agent for Apriem Insurance Services, not investment related, Irvine, CA, insurance, agent, started 3/2003, 2 hours/month, 0 hours during trading hours, advises on insurance questions, sells insurance and insurance renewals. Independent insurance agent for Solutions Financial, not investment related, Orange, CA, health insurance, agent, started 07/2015, 1 hour/month, 0 hours during trading hours, advises on health insurance questions, sells health insurance and insurance renewals.
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