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5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-11 |
| CA | RA | APPROVED | 2024-03-08 |
Branch Locations
5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States
2450 Colorado Avenue Suite 100E, Santa Monica, CA 90404 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wildan Financial Services | Temecula | CA | 03/2015 | 07/2019 |
| Pacific Wealth Management, Llc | San Diego | CA | 07/2019 | 04/2020 |
| Massmutual Life Insurance Company | Los Angeles | CA | 09/2020 | 03/2024 |
| Mml Investors Services, Llc | Los Angeles | CA | 04/2021 | 03/2024 |
| Unemployed | Los Angeles | CA | 04/2020 | 09/2020 |
| Glasgow & Associates, Llc | Wilmington | NC | 03/2024 | Present |
| Capstone Partners, Llc | Newport Beach | CA | 06/2020 | 03/2024 |
(1) Quotey, LLC; Insurance Agent; 5815 Oleander Drive, Suite 260, Wilmington, NC 28403; Investment Related; Insurance and Annuity product sales; start date: March 2024; 8 Hrs/Month; 0 Hrs during normal trading hours (2) Mercor; Wealth Management Consultant; 32650 Via Destello, Temecula, CA 92592; Investment Related; Analyze and improve AI models as they relate to the wealth management domain; Start Oct 2025; 40-50 Hrs/Month; 0 Hrs during normal trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-30 |
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