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2901 West Coast Hwy Suite 200, Newport Beach, CA 92663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
1990 N California Blvd 8Th Floor, Walnut Creek, CA 94596 • United States
2901 West Coast Hwy Suite 200, Newport Beach, CA 92663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Oakland | CA | 12/2012 | 12/2018 |
| Waddell & Reed, Inc | Concord | CA | 12/2012 | 12/2018 |
| Pruco Securities, Llc. | San Ramon | CA | 03/2019 | 11/2024 |
| Prudential Insurance Company Of America | San Ramon | CA | 04/2019 | 02/2026 |
| Lpl Enterprise, Llc | Walnut Creek | CA | 11/2024 | 02/2026 |
| Hunter Cpa | San Rafael | CA | 11/2025 | Present |
| H&R Block | Alameda | CA | 01/2022 | 04/2023 |
| Onitus Capital, Llc | Walnut Creek | CA | 03/2026 | Present |
| Onitus Insurance Agency, Llc | Walnut Creek | CA | 03/2026 | Present |
1)12/16/2024- HUNTER CPA- Tax Prep/Accounting/CPA- TAX PREPARATION-Inv. Related- At San Rafael, CA. - Start date 12/02/2024- 80hrs/mnth-20hrs during trading 2) Onitus Insurance Agency, LLC; Investment related: Newport Beach, CA; Insurance; Insurance Agent; March 2026; 10 hrs/mo; 10 hrs/trading; Insurance agent with Onitus Insurance Agency, LLC. He is affiliated for purposes of selling insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-04 |
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