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2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-25 |
Branch Locations
2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfg Wealth Management | San Diego | CA | 05/2020 | 03/2021 |
| Student | San Diego | CA | 08/2017 | 05/2021 |
| Student | Palos Verdes Estates | CA | 08/2015 | 07/2017 |
| Sandeep Gupta | Manhattan Bch | CA | 09/2021 | 11/2022 |
| Northwestern Mutual Investment Services Llc | Manhattan Bch | CA | 09/2021 | 11/2022 |
| Sandeep Gupta | Manhattan Beach | CA | 06/2021 | 09/2021 |
| Mosley Wealth Management | Anaheim | CA | 11/2023 | Present |
| Gideon Strategic Partners | Santa Monica | CA | 05/2023 | 08/2023 |
| Local Tax | Bellflower | CA | 12/2022 | 04/2023 |
1.) MOSLEY INSURANCE AND FINANCIAL SERVICES INC.; 2401 EAST KATELLA STREET, SUITE 270, ANAHEIM, CA 92806; INSURANCE SALES; INSURANCE AGENT; START DATE 12/2024 - PRESENT; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
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