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4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Irvine | CA | 07/2020 | 04/2024 |
| Online Trading Academy | Irvine | CA | 07/2018 | 06/2020 |
| Everplus Capital | Newport Beach | CA | 01/2018 | 01/2019 |
| Lido Isle Advisors | Newport Beach | CA | 01/2012 | 12/2017 |
| Park Avenue Securities | Irvine | CA | 09/2020 | 04/2024 |
| Elevate Financial & Insurance Services, Llc | Newport Beach | CA | 04/2024 | Present |
| Pacifc Advisors | Irvine | CA | 05/2020 | 04/2024 |
| Elevate Capital Group | Newport Beach | CA | 07/2024 | 04/2025 |
| Elevate Wealth Advisors, Llc | Newport Beach | CA | 04/2025 | Present |
Elevate Financial & Insurance Services LLC, investment related, 4675 MacArthur Court, Ste. 1430, Newport Beach, CA 92660, Finance and Insurance, Insurance agent, 04/2024, 80 hours per month, 80 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
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