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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-16 |
Branch Locations
4675 Macarthur Court Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 10/2020 | 08/2021 |
| Minnesota Life Insurance Company | Saint Paul | MN | 10/2020 | 08/2021 |
| Tax & Financial Group | Newport Beach | CA | 10/2020 | 08/2021 |
| New York Life | Woodland Hills | CA | 02/2019 | 10/2020 |
| The Masters University | Santa Clarita | CA | 09/2017 | 05/2019 |
| El Camino Hs | Ventura | CA | 09/2013 | 08/2017 |
| Aflac | Los Angeles | CA | 04/2018 | 09/2018 |
| Helpful Hands Respite Services | Santa Clarita | CA | 11/2018 | 03/2020 |
| Fsc Securities | Orange | CA | 01/2022 | 11/2022 |
| Unemployed | Irvine | CA | 08/2021 | 12/2021 |
| Strategic Financial Advisors Inc. | Orange | CA | 01/2022 | 11/2022 |
| United Planners | Walnut Creek | CA | 11/2022 | 10/2023 |
| Vitucci And Associates | Walnut Creek | CA | 11/2022 | 10/2023 |
| Proxy Freedom | Walnut Creek | CA | 11/2022 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 10/2023 | 06/2024 |
| Bank Of America, N.A | Newport Beach | CA | 11/2023 | 06/2024 |
| Massmutual Life Insurance Co. | Newport Beach | CA | 08/2024 | Present |
| Mml Investor Services, Llc | Newport Beach | CA | 08/2024 | Present |
| Pure Financial Advisors, Llc | Irvine | CA | 06/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
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