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15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mitchell Financial Solutions | Placentia | CA | 04/2018 | Present |
| Pennsylvania Higher Education Assistance Agency | Harrisburg | PA | 03/2013 | 01/2018 |
| Ohio National Financial Services | Cincinnati | OH | 04/2018 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2019 | Present |
1). Mitchell Financial Solutions; Not investment related; 1909 West Moore Ave, Santa Ana, CA 92704 Life Insurance and Annuity Agent (not investment) 04/2018-Present; 20 hours/month(20 hours during securities trading hours); Produce as career agent to place insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-22 |
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