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300 Spectrum Center Drive Suite 1030, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
300 Spectrum Center Drive Suite 1030, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | New York | NY | 06/2020 | 01/2022 |
| Jp Morgan Securities, Llc | New York | NY | 06/2019 | 08/2019 |
| Vivint Smart Home | Provo | UT | 11/2016 | 08/2017 |
| Brigham Young University | Provo | UT | 08/2016 | 05/2020 |
| Pracinco Llc | Salt Lake City | UT | 08/2019 | 12/2019 |
| Index Fund Advisors | Irvine | CA | 01/2022 | 01/2025 |
| Three Arch Wealth Management Llc | Irvine | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-15 |
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