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1489 Glenneyre Street, Laguna Beach, CA 92651 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-26 |
| CA | RA | APPROVED | 2017-05-23 |
Branch Locations
1489 Glenneyre Street, Laguna Beach, CA 92651 • 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 |
|---|---|---|---|---|
| Sagent Wealth Management | Laguna Beach | CA | 08/2008 | Present |
Life Insurance Agent Sagent Insurance Services Investment-Related 32331 Coast Highway, Suite A Laguna Beach, CA 92651 Life Agent 1993 to present 0-5 hours month, 50% during securities trading hours Acting as agent on Life Insurance purchases Real Estate Broker Sagent Insurance Services 32331 Coast Highway, Suite A Laguna Beach, CA 92651 2002 to present 0 hours month, Not currently active Acting as agent on Real Estate transactions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-14 |
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