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Inactive

Kurtis Michael Desousa

West Wealth Group, LLC

Irvine, CA

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Current Employers
West Wealth Group, Llc

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-22
CA RA APPROVED 2021-10-29
  • TX RA
    APPROVED_RES
    Since 2025-04-22
  • CA RA
    APPROVED
    Since 2021-10-29

Branch Locations

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cooper Mcmanus Irvine CA 07/2021 11/2021
Mpwm, Inc. Dba Terra Firma Tustin CA 08/2020 07/2021
Osborn Sales Solutions Orange CA 10/2019 08/2020
Arizona State University Tempe AZ 08/2015 10/2019
West Wealth Group, Llc Irvine CA 10/2021 Present
Bml Wealth Management Irvine CA 07/2021 Present
  • 07/2021 → 11/2021
    Irvine, CA
  • 08/2020 → 07/2021
    Mpwm, Inc. Dba Terra Firma
    Tustin, CA
  • 10/2019 → 08/2020
    Osborn Sales Solutions
    Orange, CA
  • 08/2015 → 10/2019
    Arizona State University
    Tempe, AZ
  • 10/2021 → Present
    Irvine, CA
  • 07/2021 → Present
    Bml Wealth Management
    Irvine, CA
Previous Registrations
Other Businesses

BML Wealth Management; 2 Park Plaza, Suite 280, Irvine, CA 92614; , INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES; July 2021; INVESTMENT RELATED, New Business Specialist, 3 HR/MO- 0/TRADING HR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-15
  • S65 Uniform Investment Adviser Law Examination
    2021-06-15

View on SEC IAPD

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