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George Ayala

Sackett Wealth Advisors, Inc.

Brea, CA

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Current Employers
Sackett Wealth Advisors, Inc.

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-08-10
  • CA RA
    APPROVED
    Since 2021-08-10

Branch Locations

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • 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
OrganizationCityStateFromTo
Massmutual Life Insurance/Capstone Partners Newport Beach CA 08/2018 07/2021
The University Of New Mexico Albuquerque NM 08/2014 06/2018
Mml Investors Services, Llc Newport Beach CA 02/2020 07/2021
Sackett Wealth Advisors, Inc. Brea CA 07/2021 Present
Cak International Newport Beach CA 05/2017 08/2017
  • 08/2018 → 07/2021
    Massmutual Life Insurance/Capstone Partners
    Newport Beach, CA
  • 08/2014 → 06/2018
    The University Of New Mexico
    Albuquerque, NM
  • 02/2020 → 07/2021
    Mml Investors Services, Llc
    Newport Beach, CA
  • 07/2021 → Present
    Sackett Wealth Advisors, Inc.
    Brea, CA
  • 05/2017 → 08/2017
    Cak International
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-13
  • S66 Uniform Combined State Law Examination
    2020-07-13
Other Names
  • George Ayala

View on SEC IAPD

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KEVIN OWEN SIMON
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Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

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