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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Irvine | CA | 01/2014 | 12/2019 |
| Cooper Financial Group | Irvine | CA | 01/2014 | Present |
1. AMERICAN QUALITY PRODUCT - INVESTMENT RELATED: NO - ADDRESS: 28361 MILLWOOD RD. PORTOLA HILLS, CA 92679 - NATURE: IMPORT/EXPORT PROMOTIONAL GIFT ITEMS - POSITION: OWNER - START DATE: 01/01/2012 - NUMBER OF HOURS: 5 - SECURITIES TRADING HOURS: 2 - DESCRIPTION: Take orders, place orders, process paperwork and payments. 2. MATTHEW SASSANI - INVESTMENT RELATED: NO - ADDRESS: 28361 MILLWOOD RD. PORTOLA HILLS, CA 92679 - NATURE: RENTAL PROPERTY - POSITION: OWNER - START DATE: 06/01/2006 - NUMBER OF HOURS: 5 - SECURITIES TRADING HOURS: 2 - DESCRIPTION: Review statements, make sure mortgage, taxes and insurance are paid and rent is collected. 3. MATTHEW SASSANI - INVESTMENT RELATED: NO - ADDRESS: 9870 RESEARCH DRIVE IRVINE, CA 92618 - NATURE: INSURANCE - POSITION: INSURANCE AGENT - START DATE: 1999 - NUMBER OF HOURS (IN GENERAL): TAKES UP ABOUT 5% OF HIS TIME - DESCRIPTION: Sells insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-09 |
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