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19200 Von Karman Avenue Suite 1050, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-12-18 |
Branch Locations
19200 Von Karman Avenue Suite 1050, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Professionals Group | Lake Forest | CA | 07/2009 | 11/2018 |
| Apriem Advisors | Irvine | CA | 11/2018 | Present |
Independent insurance agent for Apriem Insurance Services, not investment related, Irvine, CA, insurance, agent, started 11/2018, 2 hours/month, 0 hours during trading hours, advises on insurance questions, sells insurance and insurance renewals. Independent insurance agent for Solutions Financial, not investment related, Orange, CA, health insurance, agent, started, 1 hours/month, 0 hours during trading hours, advise on health insurance questions, sell health insurance and insurance renewals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
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