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4701 Teller Ave, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Brea | CA | 10/2021 | 09/2025 |
| Northwestern Mutual | Newport Beach | CA | 01/2021 | 09/2021 |
| Christian Canzone Photography | Yorba Linda | CA | 06/2016 | 01/2021 |
| St. Jude Medical Center | Fullerton | CA | 08/2016 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 02/2026 |
| Balanced Security Planning, Inc. | Newport Beach | CA | 02/2026 | Present |
| Miramontes Capital, Llc | Newport Beach | CA | 02/2026 | Present |
| Unemployed | Fullerton | CA | 09/2025 | 02/2026 |
Balanced Security Planning: Serving as BD RR for investment related activities, Employment date as of 02.25.26 with a variable time commitment per wk/month during market trading Hours. Miramontes Capital LLC: Serving as an Advisor for investment related activities, Employment date as of 02.25.26 with an 80per wk/ 160 per month time (1:00pm - 4:00pm PT) commitment during market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
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