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2040 Main Street Suite 720, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-08 |
Branch Locations
2040 Main Street Suite 720, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Financial Services Group | Irvine | CA | 07/2019 | Present |
| Stevens First Principles Investment Advisors | Newport Beach | CA | 11/2013 | 06/2019 |
Name of other business: Verdugo Capital Consulting; Is business Investment related: No; Address of other business: 15642 Sand Canyon Ave. Unit 50801, Irvine, CA 92619; Nature of other business: Consulting/bookkeeping; Your position: Owner; Start date of relationship: 02/02/2026; Briefly describe duties: Help business maintain accurate account receivables & payables. Assistance with administration duties. Brother's fitness business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-25 |
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