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2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-22 |
| CA | RA | APPROVED | 2021-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-15 |
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