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20101 Sw Birch Street Suite 210, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-05 |
Branch Locations
20101 Sw Birch Street Suite 210, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Elements Financial Group, Llc | Costa Mesa | CA | 06/2012 | 09/2017 |
| The Pacific Financial Group, Llc | Newport Beach | CA | 04/2008 | 10/2023 |
| Kovack Advisors, Inc. Dba Integrity Wealth Management | Newport Beach | CA | 06/2024 | 04/2026 |
| Family Wealth Strategists, Llc | Newport Beach | CA | 04/2026 | Present |
| Unemployed | N/A | XX | 11/2023 | 05/2024 |
1) Pacific Holdings, LLC; Investment-related; Nashville, TN. 37212; Turnkey Asset Management Platform; Minority Owner; 9/30/2017; 0 hours per month; 0 during trading hours; Passive ownership 2) Public Speaker; Investment-related; Newport Beach, CA 92660; Public speaking about financial literacy; Public Speaker; 5 hours per month; 0 during trading hours; Speak to groups about numerous financial topics. No compensation received
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-22 |
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