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26491 Summit Circle, Santa Clarita, CA 91350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-27 |
Branch Locations
26491 Summit Circle, Santa Clarita, CA 91350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vance Wealth, Llc | Santa Clarita | CA | 05/2025 | Present |
| Kb Home | Valencia | CA | 05/2024 | 08/2024 |
| Texas Christian University | Fort Worth | TX | 08/2021 | 05/2025 |
| Unemployed | N/A | XX | 03/2016 | 07/2021 |
1) Licensed insurance agent; Not investment-related; Santa Clarita, CA, 91350; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 2) Archie Realty; Not investment-related; Valencia, CA. 91354; Real estate; Licensed Real Estate Agent; 8/31/2024; 5 hours per month; 0 during trading hours; Represents buyers or sellers in property transactions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
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