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3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-04 |
| CA | RA | APPROVED | 2024-07-30 |
Branch Locations
2591 Dallas Parkway Suite 300, Frisco, TX 75034 • United States
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 • United States
3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Wealth Advisory Group | Walnut Creek | CA | 05/2022 | 06/2024 |
| Edible Arrangements | Provo | UT | 12/2020 | 05/2022 |
| Missionary Training Center | Provo | UT | 08/2017 | 12/2018 |
| Merrill Lynch | Walnut Creek | CA | 03/2019 | 06/2019 |
| Full-Time Education | Provo | UT | 06/2016 | 08/2017 |
| Unemployed | Danville | CA | 12/2018 | 03/2019 |
| Unemployed | Danville | CA | 06/2019 | 12/2020 |
| Ceter Advisor Networks | El Segundo | CA | 04/2021 | 05/2023 |
| Ceter Advisor Networks | El Segundo | CA | 05/2023 | 06/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 06/2024 |
| Unemployed | Walnut Creek | CA | 06/2024 | 07/2024 |
| Prosperity Wealth Planning Llc | Irvine | CA | 07/2024 | Present |
| True Wealth Advisory Group | Walnut Creek | CA | 05/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-21 |
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