Best Investors Account Sign in
Inactive

M'LIssa Ann Brillhart

Lifesteps Financial

Claremont, CA

Claim This Profile
Current Employers
Lifesteps Financial

250 West First Street Suite 248, Claremont, CA 91711 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-02-11
  • CA RA
    APPROVED
    Since 2020-02-11

Branch Locations

250 West First Street Suite 248, Claremont, CA 91711 • 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
Lifesteps Financial, Inc. Claremont CA 01/2020 Present
Realty One Group West Rancho Cucamonga CA 07/2014 01/2021
Self-Employed Riverside CA 11/2010 11/2019
Realty Masters & Associates Rancho Cucamonga CA 01/2021 03/2022
Realty Masters & Associates Rancho Cucamonga CA 03/2022 12/2024
Champions Real Estate Upland CA 12/2024 Present
  • 01/2020 → Present
    Lifesteps Financial, Inc.
    Claremont, CA
  • 07/2014 → 01/2021
    Realty One Group West
    Rancho Cucamonga, CA
  • 11/2010 → 11/2019
    Self-Employed
    Riverside, CA
  • 01/2021 → 03/2022
    Realty Masters & Associates
    Rancho Cucamonga, CA
  • 03/2022 → 12/2024
    Realty Masters & Associates
    Rancho Cucamonga, CA
  • 12/2024 → Present
    Champions Real Estate
    Upland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-11
  • S65 Uniform Investment Adviser Law Examination
    2020-02-11
Other Names
  • M'LIssa Swift
  • M'LIssa Ann Swift

View on SEC IAPD

Other Firms

GOULD ASSET MANAGEMENT LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EVERMONT WEALTH

Other Investors

JOHN MATTHEW HEITKEMPER
JEZMIER CORNEJO
JOHN JOSEPH DEBIASE
THOMAS KEYLON CARR
SERENA C LAM
DEREK MATTHEW BALDWIN
SCOTT BRADLEY SMITH
DONALD PAUL GOULD

Other Offices

GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
EDWARD JONES · CLAREMONT, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLAREMONT, CA
LPL FINANCIAL LLC · CLAREMONT, CA
AMERIPRISE FINANCIAL SERVICES, LLC · CLAREMONT, CA
LPL FINANCIAL LLC · CLAREMONT, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CLAREMONT, CA

More in Claremont, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor