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5901 W Century Blvd Suite 1516, Los Angeles, CA 90045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
5901 W Century Blvd Suite 1516, Los Angeles, CA 90045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glendale | CA | 09/2023 | 08/2025 |
| New York Life Insurance Company | Glendale | CA | 05/2022 | 08/2025 |
| U-Haul Rental Company | La Habra | CA | 06/2023 | 11/2025 |
| Cambrian Fms | Long Beach | CA | 04/2022 | 06/2022 |
| Dynamic Edge Consulting | Long Beach | CA | 02/2022 | 03/2022 |
| Unemployed | La Habra | CA | 06/2021 | 01/2022 |
| Retirement Benefits Group | Irvine | CA | 05/2020 | 05/2021 |
| California Lutheran University | Thousand Oaks | CA | 08/2017 | 05/2020 |
| Towne Park | Fullerton | CA | 05/2017 | 08/2017 |
| Unemployed | La Habra | CA | 01/2013 | 04/2017 |
| Efc Wealth Management Firm, Llc | Los Angeles | CA | 11/2025 | Present |
I am a CA licensed accident, health, life, and variable insurance agent; an Indiana life, accident and health insurance agent, and Idaho life, variable life and annuity agent. Insurance sales is not a significant part of my business but a supplement to customers overall financial planning when appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-16 |
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