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17011 Beach Blvd. Suite 770, Huntington Beach, CA 92647 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-11 |
| CA | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED_RES | 2026-06-09 |
Branch Locations
17011 Beach Blvd. Suite 770, Huntington Beach, CA 92647 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-28 |
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