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26041 Acero, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| CA | RA | APPROVED | 2011-07-26 |
Branch Locations
26041 Acero, Mission Viejo, CA 92691 • United States
22921 Triton Way, Suite 231, Laguna Hills, CA 92653 • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Co. | St. Paul | MN | 09/1993 | Present |
| Tax & Financial Group | Newport Beach | CA | 09/1993 | Present |
| Jwc Group Dba California Business Benefits | Laguna Hills | CA | 12/2002 | Present |
| Financial Management Network, Inc. | Mission Viejo | CA | 07/2011 | Present |
| Fmn Capital Corporation | Mission Viejo | CA | 07/2011 | Present |
*JWC GROUP (DBA in some areas-California Business Benefits) ; NON-INVESTMENT RELATED; 22931 TRITON WAY SUITE 231 LAGUNA HILLS CA 92653; HEALTH INSURANCE SALESPERSON SINCE 12/2002; MEETS WITH NEW CLIENTS & MAKES RECOMMENDATIONS REGARDING INDIVIDUAL & GROUP HEALTH NEEDS; 5 HRS PER MO; 5 HRS PER MO DURING TRADING. *ISLAND SHADE SHACKS, NEWPORT BEACH, CA; NON INVESTMENT RELATED; CFO; 1/2011 TO PRESENT; 10 HRS/MNTH WITH 10 HRS/MNTH DURING TRADING HOURS. ISLAND SHADE SHACKS INC. CFO/OFFICER ISLAND SHADE SYSTEMS LLC MEMBER SOL SHOP LLC MEMBER LIFE AND HEALTH BESIDES 6/63/65 AND 7 20 HOURS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-07 |
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