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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-01-24 |
Branch Locations
29122 Rancho Viejo Road, Suite 108, San Juan Capistrano, CA 92672 • United States
9870 Research Drive, Irvine, CA 92618 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Securities America Inc. | San Clemente | CA | 01/2014 | 03/2020 |
| Cooper Financial Group | San Clemente | CA | 01/2014 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | Present |
1) CB WEALTH ADVISORY, CAPISTRANO RIDGE EXECUTIVE CENTER, 29122 RANCHO VIEJO ROAD #108, SAN JUAN CAPISTRANO, CA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/04/10, INV REL, WEALTH MANAGER/CERTIFIED ESTATE AND TRUST SPECIALIST, 5/MO 0/TRADING 2) ANIMAL MAGNETISM PHOTOGRAPHY, 1413 GREEN OAK ROAD, VISTA, CA, WILDLIFE PHOTOGRAPHER, 01/01/05, NIR, 5/MO 0/TRADING 3) YOUTH FOR WILDLIFE, 1413 GREEN OAK ROAD VISTA CA, WILDLIFE EDUCATION, 01/2009, EDUCATOR, NIR, 5/MO 0/TRADING 4) COOPER MCMANUS, 9870 RESEARCH DRIVE, IRVINE, CA, ADVISORS REP OF A REGISTERED INVESTMENT ADV, RIA, 01/2014, INV REL, 5/MO 0/TRADING 5) HONEY HAVEN APIARY, AZALEA AVENUE JULIAN CA 92036, 02/2023, FOUNDER, WILDLIFE PRESERVATION, NIR, 3 HR/MO 0 HR/MO TRADING 6) CHRISTINA BUSH, 29222 Rancho Viejo Rd. #204, San Juan Capistrano CA 92675, 01/2025, Insurance Agent (Optimized Insurance), Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-10 |
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