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3420 Bristol St. Ste 600, Costa Mesa, CA 92626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-02 |
Branch Locations
3420 Bristol St. Ste 600, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imagine 320 Inc | New Carlisle | OH | 10/2006 | Present |
| Wealth Watch Advisor | Englewood | CO | 07/2021 | Present |
| Inception Financial Services | New Carlisle | OH | 05/2024 | Present |
Offers life, health, and annuities to clients as an independent contractor for multiple insurance companies. Investment related, apx 20 hours a month, activities are conducted from 11612 Knight Ct, New Carlisle OH. Offers accounting and book keeping services to various companies. Non investment related, apx 20 hours a month, activities are conducted from 120 W 2nd Str. Suite 615 Dayton, OH as Imagine 320 Inc. I provide accounting & tax services as well as offer insurance products. (Life and annuity)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
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