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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fresno | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | 05/2017 |
| Rbc Capital Markets, Llc | Fresno | CA | 05/2017 | 12/2019 |
| City National Bank | Fresno | CA | 04/2018 | 12/2019 |
| Lincoln Financial Advisors | Clovis | CA | 12/2019 | 01/2025 |
| Osaic Wealth, Inc. | Clovis | CA | 01/2025 | Present |
1) INSURANCE POSITION: Agent NATURE: I intend to conduct non-variable life and annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2019 ADDRESS: 755 N Peach Ave, Ste. D-9, Clovis CA 93611, United States DESCRIPTION: I intend to conduct non-variable life and annuity sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-25 |
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