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21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-26 |
| CA | RA | APPROVED | 2026-06-06 |
Branch Locations
21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Financial Planning | Canoga Park | CA | 06/2026 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2020 | 07/2020 |
| Pala Casino Spa & Resort | Pala | CA | 10/2018 | 10/2019 |
| Student At Palomar College | San Marcos | CA | 10/2019 | 08/2021 |
| First Command Brokerage Services, Inc | Oceanside | CA | 05/2020 | 08/2021 |
| First Command Advisory Services | Oceanside | CA | 07/2020 | 08/2021 |
| First Command Insurance Services, Inc | Fort Worth | TX | 07/2020 | 07/2021 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 09/2021 | 11/2021 |
| Student | Jacksonville | FL | 11/2021 | 10/2023 |
| Ae Wealth Management, Llc | Jacksonville | FL | 11/2022 | 10/2023 |
| Ameriprise Financial Services, Llc | Cranston | RI | 10/2023 | 01/2024 |
| Fidelity Personal And Workplace Advisors Llc | Salt Lake City | UT | 10/2021 | 11/2021 |
| Mdrn Capital, Llc | Jacksonville | FL | 06/2024 | 07/2024 |
| Unemployed | Jacksonville | FL | 02/2024 | 05/2024 |
| United States Marine Corps | Miramar | CA | 07/2013 | 03/2018 |
| Hartzell Engine Technologies | Montgomery | AL | 06/2018 | 07/2018 |
| Palomar College | San Marcos | CA | 07/2018 | 10/2018 |
| Brightplan Llc | San Jose | CA | 08/2024 | 03/2026 |
| Peak Financial Planning | Canoga Park | FL | 03/2026 | 06/2026 |
BrightPlan LLC; Financial Wellness Coach; San Jose CA; Since 08/2024; investment related; (need duties & hours devoted per month/ per month during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
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