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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-06 |
Branch Locations
1020 N. Center Parkway Suite D, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 07/2016 | 12/2016 |
| Alpha Iii Wealth Management | Kennewick | WA | 09/2021 | Present |
| Parrot Communications International, Inc. | Valencia | CA | 10/2017 | 07/2021 |
| Big 5 Corp | Chula Vista | CA | 12/2016 | 08/2017 |
| Centaurus Financial Inc | Anaheim | CA | 02/2024 | Present |
Alpha III Wealth Mangement, non-investment related, 1020 N. Center Pkwy., Suite D, Kennewick, WA 99336, DBA for branding purposes only. Position: Director of Client Relations. Started September 2021. 40 hours per week, administrative work and client outreach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-06 |
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