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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| CA | RA | APPROVED | 2022-02-01 |
Branch Locations
2900 Bristol St. Building B, Suite 106, Costa Mesa, CA 92626 • United States
Santa Ana, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Costa Mesa | CA | 02/1994 | 02/2022 |
| Crown Wealth Management, Inc. | Huntington Beach | CA | 03/2007 | 02/2017 |
| Securities America Advisors | Costa Mesa | CA | 12/2016 | 02/2022 |
| Arbor Point Advisors | Costa Mesa | CA | 07/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | Present |
1) CROWN WEALTH PROPERTIES, 2900 BRISTOL STREET B106 COSTA MESA CA, 03/2012, INV REL, PRESIDENT, 1 HR/MO 1HR/MO TRADING 2) ANDI YUNG HEE KANG, 2900 BRISTOL STREET B106 COSTA MESA CA, 04/2004, INV REL, REAL ESTATE BROKER, 1 HR/MO 1 HR/MO TRADING 3) CONSULTING-COACHING, 2900 BRISTOL STREET B106 COSTA MESA CA, 12/2019, NIR, LIFEFORMING CERTIFIED ASSOCIATE COACH, 3HR/MO 3HR/MO TRADING 4) INSURANCE 2900 BRISTOL STREET B106 COSTA MESA CA, 02/2007, INV REL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 5HR/MO 5HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2022, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 6) THE BARNABUS GROUP, 129 AVENIDA COTA SAN CLEMENTE CA, 02/2017, Partner/volunteer, Partner/volunteer coach and raise funds for non-profits, NIR, 4 HR/MO 2 HR/MO TRADING 7) CROWN WEALTH MANAGEMENT, 2900 BRISTOL STREET B106 COSTA MESA CA, 02/2007, NIR, DBA, 40 HR/MO 40 HR/MO TRADING 8) IHOPEMINISTRIES.ORG, 5435 NORTH GARLAND AVENUE #140-173 GARLAND TX, 08/2023, BOARD MEMBER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 9) CROWN WEALTH VISION, 2900 BRISTOL STREET B106 COSTA MESA CA, 09/2023, PRESIDENT, BOARD MEMBER, NIR, 10 HR/MO 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-25 |
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