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2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadview Mortgage Corp | Orange | CA | 03/2015 | 04/2018 |
| Trilogy Financial Services | Huntington Beach | CA | 10/2018 | 02/2020 |
| Lpl Financial, Llc | Huntington Beach | CA | 10/2018 | 09/2020 |
| Unemployed | Rosemead | CA | 03/2018 | 10/2018 |
| Loan Depot | Foothill Ranch | CA | 02/2020 | 07/2022 |
| East West Bank | El Monte | CA | 02/2023 | 10/2024 |
| West Wealth Group Llc | Irvine | CA | 11/2024 | Present |
| Unemployed | El Monte | CA | 07/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
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