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27201 Puerta Real Suite #410, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| CA | RA | APPROVED | 2025-09-23 |
Branch Locations
27201 Puerta Real Suite #410, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Irvine | CA | 10/2018 | 09/2025 |
| Web Shop Manager | San Diego | CA | 08/2014 | 09/2018 |
| Ticino Wealth | Mission Viejo | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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