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200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
Branch Locations
200 Spectrum Center Drive Suite 300, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stormbreaker Financial Llc | Trabuco | CA | 12/2025 | Present |
| Advanced Charter And Instruction | Santa Ana | CA | 08/2025 | Present |
| Sunrise Aviation | Santa Ana | CA | 06/2024 | 07/2025 |
| Dubois Aviation | Chino | CA | 04/2024 | 05/2025 |
| Wood Ranch | Rancho Santa Margarita | CA | 09/2023 | 12/2024 |
| Big 5 Sporting Goods | Dana Point | CA | 03/2023 | 06/2023 |
| Laguna Beach Company | Laguna Beach | CA | 06/2022 | 09/2023 |
| Bottom Line Financial, Llc | Newport Beach | CA | 07/2021 | 12/2022 |
| Irvine Valley College | Irvine | CA | 08/2019 | 05/2023 |
| Santa Margarita Catholic High School | Santa Margarita | CA | 09/2015 | 09/2019 |
Flight Instructor; not investment-related; greater than 50% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-29 |
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