Best Investors Account Sign in
Inactive

Sunni Danae Allen

Three Arch Wealth Management LLC

Irvine, CA

Claim This Profile
Current Employers
Three Arch Wealth Management Llc

300 Spectrum Center Drive Suite 1030, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

Branch Locations

300 Spectrum Center Drive Suite 1030, Irvine, CA 92618 • 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
Foresters Financial Services, Inc. San Diego CA 03/2016 12/2016
Foresters Financial Services, Inc. San Diego CA 12/2016 01/2017
Apriem Advisors Irvine CA 01/2020 08/2024
Goodwill Industries Of San Diego County San Diego CA 01/2017 04/2018
Choc Children's Hospital Orange CA 05/2018 12/2019
Index Fund Advisors, Inc. Irvine CA 08/2024 01/2025
Three Arch Wealth Management Llc Irvine CA 01/2025 Present
  • 03/2016 → 12/2016
    Foresters Financial Services, Inc.
    San Diego, CA
  • 12/2016 → 01/2017
    Foresters Financial Services, Inc.
    San Diego, CA
  • 01/2020 → 08/2024
    Apriem Advisors
    Irvine, CA
  • 01/2017 → 04/2018
    Goodwill Industries Of San Diego County
    San Diego, CA
  • 05/2018 → 12/2019
    Choc Children's Hospital
    Orange, CA
  • 08/2024 → 01/2025
    Index Fund Advisors, Inc.
    Irvine, CA
  • 01/2025 → Present
    Three Arch Wealth Management Llc
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-07
S63 Uniform Securities Agent State Law Examination 2016-04-05
  • S65 Uniform Investment Adviser Law Examination
    2021-12-07
  • S63 Uniform Securities Agent State Law Examination
    2016-04-05
Other Names
  • Sunni Danae Roberts

View on SEC IAPD

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor