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10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-31 |
Branch Locations
Newport Beach, CA • United States
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • 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 |
|---|---|---|---|---|
| Independent Financial Group Inc | Buena Park | CA | 08/2013 | 12/2016 |
| Crown Capital Securities, Lp | Orange | CA | 03/2017 | Present |
| Insurance Agent | Newport Beach | CA | 01/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-11 |
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