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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-28 |
Branch Locations
177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
Pasadena, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spirit Christian Academy | Tustin | CA | 01/2015 | 06/2021 |
| Victory Foam Inc | Irvine | CA | 07/2019 | 08/2021 |
| Westmont College | Santa Barbara | CA | 08/2021 | 05/2025 |
| La Pension Planners | Pasadena | CA | 06/2025 | Present |
| Masterworks Agency | Poulsbo | WA | 05/2022 | 08/2024 |
1-- LA PENSION PLANNERS POSITION: Financial Representative NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 5/13/2025 ADDRESS: 177 E Colorado Blvd, Suite 200, Pasadena CA, United States DESCRIPTION: DBA for Securities Business / Financial Services 2-- LIFE & HEALTH INSURANCE POSITION: Registered Representative. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 160 TRADING HOURS: 0 START DATE: 5/13/2025 ADDRESS: 177 E Colorado Blvd, Suite 200, Pasadena CA, United States DESCRIPTION: Life Insurance sales to customers. 3-- PENSION 101 INVESTMENT RELATED: Is Not Investment Related, "457 W Allen Ave, Suite 110, San Dimas, CA, 91773, United States", Pension education and lead generation system, User/Rep,9/22/2025, 4 hours per month,0 hours per month during trading hours, Other Compensation DESCRIPTION: I will be a representative showing people how to use the educational platform. Compensation is based on a project basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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