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Current Employers
Vanmay Wealth Management

17011 Beach Blvd. Suite 770, Huntington Beach, CA 92647 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-06-11
CA RA APPROVED 2026-06-10
TX RA APPROVED_RES 2026-06-09
  • LA RA
    APPROVED
    Since 2026-06-11
  • CA RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED_RES
    Since 2026-06-09

Branch Locations

17011 Beach Blvd. Suite 770, Huntington Beach, CA 92647 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Optum Santa Ana CA 03/2018 04/2020
Vanmay Wealth Management Huntington Beach CA 02/2026 Present
Transamerica Financial Advisors, Inc Huntington Beach CA 07/2020 01/2021
World Financial Group, Inc. Huntington Beach CA 06/2020 01/2021
University Of Southern California University Of Southern Ca CA 01/2018 Present
Elements Behavioral Health Long Beach CA 10/2015 10/2017
Unemployed Studio City CA 10/2017 01/2018
Dld International Burbank CA 02/2020 Present
Vinco Consulting Burbank CA 02/2020 Present
Ameriprise Financial Services, Llc Woodland Hill CA 02/2021 12/2021
Lpl Financial, Llc Palm Desert CA 12/2021 04/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 04/2023 06/2026
Van May Llc. Burbank CA 06/2022 Present
First Financial Insurance Agency Solutions Inc. Santa Ana CA 12/2022 04/2023
Bank Of America, N.A. Irvine CA 05/2023 06/2026
  • 03/2018 → 04/2020
    Optum
    Santa Ana, CA
  • 02/2026 → Present
    Huntington Beach, CA
  • 07/2020 → 01/2021
    Transamerica Financial Advisors, Inc
    Huntington Beach, CA
  • 06/2020 → 01/2021
    World Financial Group, Inc.
    Huntington Beach, CA
  • 01/2018 → Present
    University Of Southern California
    University Of Southern Ca, CA
  • 10/2015 → 10/2017
    Elements Behavioral Health
    Long Beach, CA
  • 10/2017 → 01/2018
    Unemployed
    Studio City, CA
  • 02/2020 → Present
    Dld International
    Burbank, CA
  • 02/2020 → Present
    Vinco Consulting
    Burbank, CA
  • 02/2021 → 12/2021
    Woodland Hill, CA
  • 12/2021 → 04/2023
    Palm Desert, CA
  • 04/2023 → 06/2026
    Irvine, CA
  • 06/2022 → Present
    Van May Llc.
    Burbank, CA
  • 12/2022 → 04/2023
    First Financial Insurance Agency Solutions Inc.
    Santa Ana, CA
  • 05/2023 → 06/2026
    Bank Of America, N.A.
    Irvine, CA
Previous Registrations
Other Businesses

1. Part owner and licensed insurance agent with VanMay Financial & Insurance Agency 2. Owner or part owner of several entities: DLD Intl, LLC (passive real estate investing), Tri An LLC (to own real estate), Vinco Consulting (spouse’s consulting business), and VanMay LLC (spouse’s insurance business and real estate). 3. Adjunct Assistance Professor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-23
S63 Uniform Securities Agent State Law Examination 2020-08-28
  • S65 Uniform Investment Adviser Law Examination
    2020-10-23
  • S63 Uniform Securities Agent State Law Examination
    2020-08-28

View on SEC IAPD

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