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Current Employers
Bridgeport Financial Solutions

2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-02
  • CA RA
    APPROVED
    Since 2026-07-02

Branch Locations

1227 Pleasant Grove Blvd., #200, Roseville, CA 95678 • United States

Lincoln, CA • 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
Bap Holding Roseville CA 05/2020 11/2024
Bridgeport Financial Solutions Fairfield IA 11/2024 Present
Student Clinton UT 01/2016 05/2020
  • 05/2020 → 11/2024
    Bap Holding
    Roseville, CA
  • 11/2024 → Present
    Fairfield, IA
  • 01/2016 → 05/2020
    Student
    Clinton, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02

View on SEC IAPD

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