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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-12-02 |
| CA | RA | APPROVED | 2024-03-22 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Lemoore, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital | Irvine | CA | 12/2018 | 03/2023 |
| Trilogy Financial | Costa Mesa | CA | 08/2018 | 09/2019 |
| Lpl Financial Services | Costa Mesa | CA | 08/2018 | 02/2022 |
| Newport Mesa Church | Newport | CA | 06/2017 | 06/2018 |
| Pelican Hill Resort | Newport | CA | 03/2018 | 08/2018 |
| Vangaurd University | Costa Mesa | CA | 08/2012 | 06/2018 |
| Lpl Financial Services | Irvine | CA | 02/2022 | 05/2023 |
| Mosley Wealth Management, Inc | Anaheim | CA | 04/2023 | 12/2023 |
| Mosley Insurance & Financial Services, Inc. | Anaheim | CA | 04/2023 | 12/2023 |
| Missionsquare Investment Services | Washington | DC | 03/2024 | Present |
| Missionsquare Retirement | Washington | DC | 03/2024 | Present |
Name: NB Basketball. Non-investment related. Nature of Business: Basketball skills training and education. Address: 652 Daphne Lane, Lemoore, CA 93245. Position: Coach. Start Date: 03/01/2025. Number of hours per month devoted to other business 10; during securities trading hours 0. Duties: Teach kids ages 5-18 the rules of basketball and demonstrate sport specific skills.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-27 |
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