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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-23 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
550 W. Orangethorpe Ave. Suite A, Placentia, CA 92870 • 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 |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 06/2007 | 11/2016 |
| Scf Investment Advisors, Inc. | Fresno | CA | 06/2007 | 11/2016 |
| Crown Capital Securities, L.P. | Placentia | CA | 11/2016 | 11/2023 |
| J & N Partnership Financial. Inc | Placentia | CA | 04/2005 | Present |
| Fit Strategic Advisors Llc | Placentia | CA | 01/2019 | 11/2023 |
| Fitax Planning, Inc. | Placentia | CA | 09/2018 | Present |
| Ht Realty Inc. | Placentia | CA | 09/2014 | 09/2020 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 11/2023 | Present |
(1) 88 PROPERTY, LLC, START DATE 9/2016, Real Estate, Rental Property, Investment related, 1-10% time spent on activity during securities hrs. (2) J & N PARTNERSHIP FINANCIAL DBA FIT PLANNING GROUP/FINANCIAL INSURANCE & Tax Planning Group DBA "LIFE INSURANCE REVIEW" START 9/1/2007, PRESIDENT & CEO, LIfe Insurance, Fixed Insurance, non-variable products, Tax Planning, Non-investment related, 60% time spent on activity during securities hrs. (3) FINANCIAL INSIGHT TAX PLANNING, START DATE 9/1/2016, CFO, CPA, Tax Services, Non-investment related, 20% time spent on activity during securities hrs. 4 .KCGA (Kiwanis Club of Greater Anaheim) Foundationsince 1/7/2026 Board Member, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs. (4) Youth Leadership American DBA YLA, START 8/1/2003, Board Member, Non-Profit, Leadership program. Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-12 |
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