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23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2019-03-27 |
Branch Locations
23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Costa Mesa | CA | 09/2014 | 12/2016 |
| California Bank & Trust | Huntington Beach | CA | 03/2018 | 03/2019 |
| Lpl Financial Llc | Huntington Beach | CA | 03/2018 | 03/2019 |
| Unemployed | Newport Beach | CA | 12/2016 | 02/2018 |
| Towneley Capital Management, Inc. | Laguna Hills | CA | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-24 |
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