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26491 Summit Circle, Santa Clarita, CA 91350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
26491 Summit Circle, Santa Clarita, CA 91350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vance Wealth, Inc. | Santa Clarita | CA | 02/2021 | Present |
| Education | Grand Junction | CO | 09/2010 | 12/2020 |
| Bank Of America Merrill Lynch | New York | NY | 05/2018 | 07/2018 |
| Poole & Shaffery Llp | Santa Clarita | CA | 06/2017 | 07/2017 |
| Unemployed | Valencia | CA | 01/2021 | 02/2021 |
| Vance Wealth, Inc. | Santa Clarita | CA | 05/2019 | 07/2019 |
| Vance Wealth, Inc. | Santa Clarita | CA | 06/2020 | 07/2020 |
1. BUSINESS PROFESSIONAL ORGANIZATION, VALENCIA, CA, REFERRAL NETWORK, VICE PRESIDENT, 10/14/2021, 6 HRS/MNTH, 6 HRS/MNTH DURING TRADING HOURS, INTERVIEWING POTENTIAL NEW MEMBERS, TRACKING MEMBER INVOLVEMENT AND PARTICIPATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-22 |
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
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