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3020 Old Ranch Parkway Suite 300, Seal Beach, CA 90740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
3020 Old Ranch Parkway Suite 300, Seal Beach, CA 90740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Portfolio Guide, Llc (153188) | Seal Beach | CA | 02/2010 | Present |
| Deloitte | Los Angeles | CA | 01/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-06 |
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