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Sage Aliyah Vincent

Portsalus Wealth Management

Mission Viejo, CA

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Current Employers
Portsalus Wealth Management

27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-27
NJ RA APPROVED 2025-08-25
CA RA APPROVED 2025-05-09
  • MA RA
    APPROVED
    Since 2026-07-27
  • NJ RA
    APPROVED
    Since 2025-08-25
  • CA RA
    APPROVED
    Since 2025-05-09

Branch Locations

27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • 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
Portsalus Wealth Management Mission Viejo CA 09/2024 Present
Unemployed Garden Grove CA 05/2024 09/2024
Snowflakes Embryo Adoption Santa Ana CA 08/2021 05/2024
Biola University La Mirada CA 08/2017 08/2021
Shaler Area High School Glenshaw PA 08/2013 06/2017
  • 09/2024 → Present
    Portsalus Wealth Management
    Mission Viejo, CA
  • 05/2024 → 09/2024
    Unemployed
    Garden Grove, CA
  • 08/2021 → 05/2024
    Snowflakes Embryo Adoption
    Santa Ana, CA
  • 08/2017 → 08/2021
    Biola University
    La Mirada, CA
  • 08/2013 → 06/2017
    Shaler Area High School
    Glenshaw, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09
Other Names
  • Sage Aliyah Wilson

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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