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2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-26 |
Branch Locations
2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Placentia-Yorba Linda Unified School District | Placentia | CA | 06/2013 | 07/2019 |
| Nationwide Video | Irvine | CA | 07/2019 | 04/2020 |
| Sunday Swagger | Yorba Linda | CA | 10/2019 | 06/2024 |
| Mosley Wealth Management | Anaheim | CA | 11/2024 | Present |
| Baseline Boss, Llc | Placentia | CA | 07/2024 | Present |
1) Baseline Boss, LLC. CEO/Founder 75% owner, Pickleball apparel brand E-Commerce. Non-Investment Related, 2 hours every weekend. 904 Rashford Dr. Placentia, CA 92870 2) MOSLEY INSURANCE AND FINANCIAL SERVICES INC.; 2401 EAST KATELLA STREET, SUITE 270, ANAHEIM, CA 92806; INSURANCE SALES; INSURANCE AGENT; START DATE 11/2024 - PRESENT; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
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