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1782 Orange Tree Lane, Redlands, CA 92374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citrus College | Glendora | CA | 08/2019 | 05/2022 |
| Covina High School | Covina | CA | 08/2015 | 06/2019 |
| California State Polytechnic University Pomona | Pomona | CA | 08/2022 | 05/2025 |
| College Of Env | Pomona | CA | 08/2022 | 05/2025 |
| Kwb Wealth | Redlands | CA | 10/2024 | Present |
| Lpl Financial | Redlands | CA | 08/2025 | Present |
| Kwb Wealth | Redlands | CA | 12/2025 | Present |
1. 08/2025 - KWB Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/8/2025. 2. 12/18/2025-KWB Wealth-Advisor-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 08/01/2025-160hrs/mth-8hrs/mth during trading. I provide investment advisory services through KWB Wealth, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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