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One Pointe Dr., Suite 205, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-18 |
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
2100 East Route 66, Glendora, CA 91740 • United States
One Pointe Dr Suite 205, Brea, CA 92821
One Pointe Dr., Suite 205, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex, Inc. | Glendale | CA | 05/2016 | 01/2022 |
| Adp Inc | Glendora | CA | 01/2022 | 04/2022 |
| Edward Jones | St. Louis | MO | 05/2022 | 08/2026 |
| Ministry Partners Securities, Llc | Brea | CA | 08/2022 | Present |
"Ultimate Payment Solutions Type: Date: 01/01/17 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Encino CA"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-23 |
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