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Katelyn Marie Santos

Braypark Wealth Management

Costa Mesa, CA

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Current Employers
Braypark Wealth Management

555 Anton Blvd Ste 150, Costa Mesa, CA 92626 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-19
  • CA RA
    APPROVED
    Since 2025-09-19

Branch Locations

555 Anton Blvd Ste 150, Costa Mesa, CA 92626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Braypark Wealth Management Costa Mesa CA 04/2025 Present
Acrisure, Llc Aliso Viejo CA 08/2016 04/2025
Other Businesses

This individual is a licensed insurance agent/broker in her role with Braypark Wealth Management. She may offer insurance products and receive customary fees as a result of insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18
Other Names
  • Katelyn Santos

View on SEC IAPD

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