Bryan George Ugalde

Current Employers

Employment History

• 10/2010 → Present
  Valmark Securities, Inc.
  Akron, OH
• 01/2011 → Present
  Fdp Insurance Services, Inc
  Irvine, CA
• 10/2010 → Present
  Fdp Wealth Management, Llc
  Irvine, CA
• 10/2010 → Present
  Executive Insurance Agency, Inc.
  Akron, OH

Other Businesses

1.) FDP INSURANCE SERVICES, INC., 8841 RESEARCH DR., #100, IRVINE, CA 92618; INSURANCE AND FINANCIAL SERVICES; INVESTMENT RELATED; COO; 240 HOURS PER MONTH, 100% DURING TRADING HOURS; CLIENT INVOLVEMENT, OPERATING ENTITY THAT ACCEPTS ALL COMMISSIONS RELATED TO INSURANCE/INVESTMENT SALES. RESPONSIBLE FOR ALL EXPENSES RELATED TO OPERATING INSURANCE, INVESTMENT AND ADVISORY PRACTICE DAY TO DAY OPERATION OF BUSINESS; COMPENSATION-W2 AND SHAREHOLDER DISTRIBUTIONS///IRVINE C&R PROPERTIES, LLC, MANAGING MEMBER RESPONSIBLE FOR OVERSIGHT, MANAGEMENT, BOOKS & RECORDS, LLC OWNS COMMERCIAL BUILDING LOCATED AT 8841 RESEARCH DRIVE, IRVINE, CA 92618./// 2.) MEMBER/CHIEF COMPLIANCE OFFICER FOR FDP WEALTH MANAGEMENT,LLC A REGISTERED INVESTMENT ADVISOR; SAME ADDRESS/// 3.) INDIVIDUAL INVESTMENT IN COMMERCIAL LAND AND OTHER PRIVATE REAL ESTATE TRANSACTIONS AND/OR INVESTMENT FUNDS THAT PURCHASE REAL ESTATE IN VA; START MAY 2019; 1-5 hours month; INVESTMENT RELATED; COMPENSATION IN THE FORM OF INVESTMENT RETURNS./// 4.)FDP Insurance Services, Independent Insurance Agent, Independent fixed insurance sales & service, As an independent life insurance agent, receive compensation for the sale and service of fixed life, disability, long-term care products directly to clients, outside of our relationship scope with Executive Insurance Agency/ValMark, 21-40 hours a month, Receives compensation individually or directly to FDP Insurance Services as agent./// 5.) Irvine C&R Properties, LLC; 8841 Research Drive, Irvine, CA 92618; Member, Member of a an LLC that owns commercial real estate. Managing member responsible for oversight, management, books & records; NOT Investment Related; Start Date 03/01/2024; 25% interest in LLC and real property owned by LLC located at 8841 Research Drive, Irvine, CA 92618; Approximately 1-5 hrs. per month; Monthly distributions from net rental income and year-end distributions from LLC profits.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-07
• S63 Uniform Securities Agent State Law Examination
  2008-10-16