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2040 Main Street Suite 720, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-12-15 |
| CA | RA | APPROVED | 2019-04-16 |
Branch Locations
2040 Main Street Suite 720, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Irvine | CA | 11/2011 | 03/2019 |
| Prudential Investment Management Services | Irvine | CA | 11/2011 | 03/2019 |
| Benefit Financial Services Group | Irvine | CA | 03/2019 | Present |
| Bfsg, Llc | Irvine | CA | 03/2019 | Present |
Name of other business: TC Ventures, LLC; Is business Investment related: No; Address of other business: 2785 Tobiano Dr, Reno, NV 89521; Nature of other business: Real estate - rental property; Your position: Managing partner; Start date of relationship: 9/28/2022; Approx. # of hours /month devote to other business: 1%; Number of hours devoted to other business during securities trading hours: 1%; Briefly describe duties: Property ownership.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 2000-08-18 |
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