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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-18 |
| CA | RA | APPROVED | 2021-06-11 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| College Funding Resource | Irvine | CA | 09/2003 | 12/2017 |
| Financial Control Mastery | Irvine | CA | 05/2011 | Present |
| Csp Financial Group, Llc | Irvine | CA | 05/2021 | Present |
| Invest For Better | Irvine | CA | 10/2023 | Present |
| Shipt | Irvine | CA | 05/2024 | 12/2024 |
| City Of Irvine | Irvine | CA | 01/2005 | Present |
| Felicia Caldwell Gopaul, Sole Proprietor | Irvine | CA | 09/1993 | Present |
1) Invest for Better; Investment Related; Co-Leader/Educator; Started 10/2023; Approximately 1 hours spent per month during securities trading hours. 2) Felicia Caldwell Gopaul, Sole Proprietor; Investment Related; Irvine, CA; Insurance Agent; Fixed Insurance Sales; Started 09/1993; Approximately 5 hours spent per month during securities trading hours. 3) Financial Control Mastery; Investment Related; President/Founder/Educator; Started 05/2011; Approximately 5 hours spent per month during securities trading hours. 4) City of Irvine; Not investment Related; Finance Commission; Started 01/2005; Approximately 5 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-25 |
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