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10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States
10940 Wilshire Blvd. Suite 1600, Los Angeles, CA 90024 • United States
21250 Hawthorne Blvd Suite 500, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Confidence Wealth Management, Llc (Formerly Pl&J, Llc) | Henderson | NV | 06/2011 | Present |
| Confidence Wealth & Insurance Solutions, Llc (Formerly Pl&J) | Henderson | NV | 04/2016 | Present |
| 9Q Ventures | Los Angeles | CA | 02/2013 | Present |
| Exit Mindset, Llc | Henderson | NV | 02/2021 | Present |
| Confidence Life Insurance Solutions Llc | Torrance | CA | 12/2018 | Present |
| 3Rd Delta, Inc. | Los Angeles | CA | 12/2018 | Present |
1) CEO; 3rd Delta, Inc; Investment Related: No; Location: 10940 Wilshire Blvd, Ste 600, Los Angeles, CA 90024; Description of the business: Marketing Operations; Responsibilities Duties: Oversees the company's direction.; Start date with business: 2018-12-13; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 2; 2) CEO; Exit Mindset, LLC; Investment Related: No; Location: 170 S Green Valley Parkway Ste 300, Henderson, Nevada, 89012; Description of the business: Authorship of business growth strategies; Responsibilities Duties: Author; Start date with business: 2021-02-05; Hours devoted to business outside trading hours: 3; 3) CEO; 9Q Ventures, LLC; Investment Related: No; Location: 10940 Wilshire Blvd, Ste 600, Los Angeles, CA 90024; Description of the business: Venture Capital; Responsibilities Duties: Oversees company's direction and strategy; Start date with business: 2013-02-25; Hours devoted to business outside trading hours: 3; 4) CEO; CONFIDENCE WEALTH & INSURANCE SOLUTIONS LLC; Investment Related: Yes; Location: 170 S Green Valley Parkway Ste 300, Henderson, Nevada, 89012; Description of the business: Insurance agency; Responsibilities Duties: Overseeing company; Start date with business: 2014-02-12; Hours devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 50; 5) CEO; CONFIDENCE LIFE INSURANCE SOLUTIONSLLC; Investment Related: Yes; Location: 21250 Hawthorne Blvd, Ste 500, Torrance, CA 90503; Description of the business: insurance agency; Responsibilities Duties: overseeing company; Start date with business: 2018-12-10; Hours devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 25.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-12 |
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