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4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-25 |
Branch Locations
4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Formulafolio Investments | Costa Mesa | CA | 07/2018 | 08/2018 |
| University Of California, Santa Barbara | Santa Barbara | CA | 08/2017 | 07/2019 |
| Santa Barbara City College | Santa Barbara | CA | 08/2015 | 05/2017 |
| Geissler Building Care | Irvine | CA | 06/2017 | 07/2018 |
| Forumulafolio Investments | Costa Mesa | CA | 08/2019 | 02/2022 |
| Wealth Coast Wealth Management | Newport Beach | CA | 03/2022 | 04/2024 |
| Rs Crum, Inc. | Newport Beach | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-22 |
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