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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Irvine | CA | 09/2016 | 03/2020 |
| Cooper Mcmanus | Irvine | CA | 12/2016 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | Present |
| Ehg Financial Planning | Irvine | CA | 12/2016 | Present |
1) COOPER FINANCIAL GROUP DBA COOPER MCMANUS, 9870 RESEARCH DR, IRVINE, CA, ADVISOR REP OF A REGISTERED INV ADV (RIA), 09/13/16, INV REL, 40/WK- 40/TRADING 2) COURTLAND ALEX, 9870 RESEARCH DRIVE, IRVINE, CA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 02/22/16, INV REL, 15/MO- 15/TRADING 3) EVANS HAYMOND GROUP, LLC, Irvine CA 92618, 12/2004, OWNER, Using a Trade Name/dba, INV-REL, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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