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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-01 |
Branch Locations
3200 Park Center Dr Suite 320, Costa Mesa, CA 92626 • 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 |
|---|---|---|---|---|
| Gary D Nelson Associates Dba Nelson Connects | San Rafael | CA | 12/2018 | 05/2024 |
| Prosum | El Segundo | CA | 02/2018 | 11/2018 |
| Employbridge | Duluth | GA | 04/2014 | 01/2018 |
| Kestra Investment Services, Llc | Brea | CA | 11/2024 | 05/2026 |
| Massmutual Life Insurance Company | Costa Mesa | CA | 06/2026 | Present |
| Mml Investors Services, Llc | Costa Mesa | CA | 06/2026 | Present |
| Plexus Worldwide | Scottsdale | AZ | 03/2014 | Present |
NAME: PLEXUS WORLDWIDE INV REL: N ADD: 9145 E PIMA CENTER PKWY, SCOTTSDALE AZ 85258-4627 NATURE: DIRECT SALES BUSINESS-SUPPLEMENTS HEALTH AND WELLNESS POSITION: BRAND AMBASSADOR START DATE: 03/09/2014 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING:0 DUTIES: NO LONGER BUILDING THE BUSINESS, HOWEVER, DO HAVE LONG TERM CUSTOMERS THAT STILL PURCHASE PRODUCTS (2) NAME: SWT ENTERPRISES, LLC INV REL: Y ADD: 15041 JACKSON ST UNIT 124 MIDWAY CITY CA 92655 NATURE: COACHING BUSINESS POSITION: PRESIDENT/ OWNER START DATE: 05/28/2024 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LLC IS STILL ACTIVE BUT NO LONGER COACHING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-12 |
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