Philford Floyd Jeffords

Current Employers

Acrylic Financial, Inc.

16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-08

CA RA
APPROVED

Since 2026-06-08

Branch Locations

Valencia, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealth Agency Financial Services	Valencia	CA	12/2024	Present
Bankit Mortgage	Valencia	CA	11/2016	11/2024
Wells Fargo	Beverly Hill	CA	03/2014	10/2016

12/2024 → Present

Wealth Agency Financial Services

Valencia, CA
11/2016 → 11/2024

Bankit Mortgage

Valencia, CA
03/2014 → 10/2016

Wells Fargo

Beverly Hill, CA

Other Businesses

Wealth Agency Financial Services; Not investment related; 25350 Magic Mountain Pkwy Ste. 300 Valencia, CA. 91355; Life Insurance; Principle; Started 12/17/2024; 80 hours/month; 20 hours during trading hours; Help clients obtain the adequate life insurance policy. 1st Select Lending Co.; Not investment related; 9017 Reseda blvd. Northridge, CA. 91324; Mortgage brokerage company; Mortgage Loan Originator (MLO); Started 07/01/2025; 20 hours/month; 0 hours during trading hours; Originate mortgage loan applications, collect and review supporting documentation, coordinate with underwriting and processing personnel, and assist in resolving outstanding conditions required for loan approval and closing.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-12

S65 Uniform Investment Adviser Law Examination

2026-05-12