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2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-10-27 |
| CA | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2021-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Irvine | CA | 05/2015 | 07/2017 |
| Cooper Mcmanus | Irvine | CA | 05/2015 | Present |
| West Wealth Group, Llc | Irvine | CA | 10/2021 | Present |
| Bml Wealth Management | Irvine | CA | 08/2017 | Present |
| Brosnan & Associates Financial & Insurance Services, Llc | Irvine | CA | 02/1998 | Present |
1.) BROSNAN & ASSOCIATES FINANCIAL & INSURANCE SERVICES, LLC - INSURANCE SALES - MEMBER/PRESIDENT - NATURE: FIXED INSURANCE AND ANNUITY SALES & MARKETING - INVESTMENT RELATED: NO - HOURS: 10 - SECURITIES TRADING HOURS: 10 - START DATE: 02/01/1998 - LOCATED AT 2 Park Plaza, Suite 280, Irvine, CA 92614 2.) Shane Brosnan - INSURANCE SALES - Representative - NATURE: FIXED INSURANCE AND ANNUITY SALES & MARKETING - INVESTMENT RELATED: NO - HOURS: 10 - SECURITIES TRADING HOURS: 10 - START DATE: 08/23/1999 - LOCATED AT 2 Park Plaza, Suite 280, Irvine, CA 92614
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
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