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2102 Business Center Drive Suite 130, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-17 |
Branch Locations
2102 Business Center Drive Suite 130, Irvine, CA 92612 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Mission Viejo | CA | 10/2007 | 09/2017 |
| Lanes Wealth Management, Llc | Aliso Viejo | CA | 11/2017 | Present |
| Securities America, Inc. | Aliso Viejo | CA | 01/2018 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-09 |
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