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337 N Vineyard Ave #230, Ontario, CA 91764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-14 |
| CA | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | Tustin | CA | 06/2017 | 12/2020 |
| 24 Hour Fitness | Costa Mesa | CA | 12/2015 | 05/2017 |
| Falcon Wealth | Ontario | CA | 01/2021 | 01/2022 |
| Xel Advisors | Ontario | CA | 02/2022 | 12/2023 |
| Xel Wealth Management, Inc. | Ontario | CA | 12/2023 | Present |
Olive Branch Medical Corp ; investment related: No; Location of the business: 337 N VINEYARD AVE STE 230 Ontario CA 91764 United States; Description of the business: Medical Corporation, involved in medical billing for doctors and clinics. ; Position Title: Partner; Responsibilities Duties: Consult on financial matters, assist with relationship management if needed.; Start date with business: 2024-06-10; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-11 |
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