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2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Wealth Group Dba Yack Wealth Management | Indian Wells | CA | 11/2025 | Present |
| Jonathan Beach Club | Santa Monica | CA | 09/2024 | 10/2025 |
| California State University Channel Islands | Camarillo | CA | 08/2020 | 07/2024 |
| High School | Camarillo | CA | 06/2016 | 08/2020 |
| Hollister | Palm Desert | CA | 08/2017 | 08/2019 |
12/2025 Independent Licensed Insurance Agent (Life Insurance) Indian Wells, California
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-31 |
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