Inactive

Brian Owen

Team Wealth & Tax Advisors

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Current Employers

Team Wealth & Tax Advisors

40395 Winchester Road Suite A, Temecula, CA 92591 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-10-26
CA	RA	APPROVED	2021-09-17

TX RA
APPROVED_RES

Since 2021-10-26
CA RA
APPROVED

Since 2021-09-17

Branch Locations

40395 Winchester Road Suite A, Temecula, CA 92591 • 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

Organization	City	State	From	To
Team Financial Group, Llc Dba Team Wealth & Tax Advisors	Temecula	CA	09/2021	Present
Client Sense Computing	Murrieta	CA	03/2012	03/2026
Calvary Chapel Of Costa Mesa	Costa Mesa	CA	10/2000	11/2020
Team Financial Group, Llc Dba Team Financial & Insurance Service	Temecula	CA	09/2021	12/2024

09/2021 → Present

Team Financial Group, Llc Dba Team Wealth & Tax Advisors

Temecula, CA
03/2012 → 03/2026

Client Sense Computing

Murrieta, CA
10/2000 → 11/2020

Calvary Chapel Of Costa Mesa

Costa Mesa, CA
09/2021 → 12/2024

Team Financial Group, Llc Dba Team Financial & Insurance Service

Temecula, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-09-03

S65 Uniform Investment Adviser Law Examination

2021-09-03

View on SEC IAPD

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