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Account
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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-05-03 |
| CA | RA | APPROVED | 2020-03-26 |
Branch Locations
5808 Telephone Road Suite 200, Ventura, CA 93003 • United States
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Success Wealth Management Llc | Wexford | PA | 02/2020 | Present |
| Independent Agent Dba American Legacy Solutions | Ventura | CA | 11/2014 | Present |
| Rebel Women Wealth Inc. | Ventura | CA | 08/2019 | Present |
1) INDEPENDENT AGENT DBA AMERICAN LEGACY SOLUTIONS; VENTURA, CA; INVESTMENT RELATED; INSURANCE SALES/MANAGEMENT; SALES MANAGER/INSURANCE AGENT; START 11/2014; APPROXIMATELY 75% OF TIME SPENT IN THIS PRACTICE. 2) REBEL WOMEN WEALTH INC.; NOT INV REL; VENTURA, CA; OWNER/CEO; FENG SHUI & MINDSET CONSULTATION/COACHING; START 8/2019; APPROX 10 HRS/MONTH SPENT IN THIS BUSINESS PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
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