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18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-23 |
Branch Locations
18101 Von Karman Avenue Suite 700, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Oakdale | MN | 11/2017 | 03/2018 |
| Robotic Trading Advisors, Llc | Scottsdale | AZ | 06/2016 | 06/2017 |
| Valor Group Personnel | Palm Beach | FL | 11/2017 | 11/2017 |
| Mastersons Employment Agency | West St Paul | MN | 10/2017 | 11/2017 |
| Outsourcedcco.COm | West St. Paul | MN | 06/2017 | 11/2017 |
| 20/20 Capital Management, Inc | Costa Mesa | CA | 04/2018 | 01/2022 |
| Ameritas Investment Corp | Lincoln | NE | 05/2018 | 12/2019 |
| 20/20 Financial Advisors | Costa Mesa | CA | 04/2018 | 01/2022 |
| Prime Capital | Overland Park | KS | 01/2022 | 01/2025 |
| Retireone Investment Services, Llc | Louisville | KY | 01/2025 | 10/2025 |
| Robert Roche Consultant | Laguna Niguel | CA | 03/2023 | 03/2025 |
| Senior Helpers | Laguna Niguel | CA | 04/2024 | 01/2025 |
| First Foundation Advisors | Irvine | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-05 |
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