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27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-31 |
Branch Locations
27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Franklin | TN | 11/2020 | 12/2022 |
| Dvg Entertainment Llc | Spring Hill | TN | 01/2014 | 12/2020 |
| Southwestern Investment Group | Franklin | TN | 11/2020 | 11/2022 |
| Southwestern Investment Advisory Services | Franklin | TN | 01/2021 | 11/2022 |
| Southwestern Investment Group | Franklin | TN | 02/2021 | 11/2022 |
| Wirick Media | Oak Park | CA | 01/2021 | Present |
| Plunkett Wealth Team | Franklin | TN | 04/2022 | 12/2022 |
| Vanbridge | Franklin | TN | 08/2022 | 12/2022 |
| Sagespring Wealth Partners | Franklin | TN | 11/2022 | 12/2022 |
| Morton Wealth | Calabasas | CA | 01/2023 | Present |
Name of Business: Wirick Media Address - 660 Cervantes Ct. Oak Park, CA 91377, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Owner/Employee/President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-17 |
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