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4 Venture Suite 120, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-13 |
| CA | RA | APPROVED | 2018-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Financial Planning Group | Irvine | CA | 01/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2012 | 05/2019 |
| Bare Financial | Irvine | CA | 08/2015 | 11/2017 |
| Clearview Wealth Management | Irvine | CA | 01/2018 | Present |
1. Soccer Coaching - Irvine Strikers ?Start date May 1st 2026 ?Estimated hours per month devoted to the activity - 24 hours ?Receive compensation ?Non-investment related 2. Founder/Non-profit - OC Street Soccer ?Start date was June, 1st 2025 ?Hours per month - 10 hours per month ?No direct compensation ?Non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-08 |
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