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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-17 |
Branch Locations
7890 Haven Ave. Ste 18, Rancho Cucamonga, CA 91730 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cucamonga Retirement & Tax Advisors, Inc | Rancho Cucamonga | CA | 06/2008 | Present |
| Liberty Tax Service | Rancho Cucamonga | CA | 01/2004 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2010 | 09/2021 |
| Cambridge Investment Research Advisors, Inc. | Faifield | IA | 08/2010 | 09/2021 |
| Brookstone Capital Management | Wheaton | IL | 09/2021 | Present |
1.)LIBERTY TAX SERVICE, 9/2003 AS VICE PRESIDENT PROVIDING TAX PREPARATION. NIR - 4/WK - 1/TRADING. 2.CUCAMONGA RETIREMENT & TAX ADVISORS INC, 6/2008 AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - .5/TRADING. 3.CUCAMONGA RETIREMENT & TAX ADVISORS INC dba LIBERTY TAX SERVICE, , 9/2003 AS VICE PRESIDENT PROVIDING TAX PREPARATION. NIR - 4/WK - 1/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-05 |
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