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25109 Jefferson Avenue Suite 315, Murrieta, CA 92562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
25109 Jefferson Avenue Suite 315, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Canyon Lake | CA | 03/2012 | 04/2019 |
| Klittle Accounting Inc. | Murrieta | CA | 01/2009 | Present |
| Palomar Advisors Inc. (F/K/A Creative Benefits Inc.) | Murrieta | CA | 01/2019 | 12/2023 |
| Shift 4 Advisors, Inc | Murrieta | CA | 01/2024 | Present |
1) KLittle Accounting Inc. - President and Accountant. 01/2009 to Present. Duties include offering tax preparation, bookkeeping and payroll and accounting services. 50% of time spent on this activity, all during normal business hours. Not Investment-Related. 25109 Jefferson Ave, Suite 315, Murrieta, CA 92562. 50% of time spent on this activity, all during normal business hours. 2) Insurance Agent - Duties include offering insurance products and services to clients and prospects. Investment-Related. 25109 Jefferson Ave, Suite 315, Murrieta, CA 92562. 25% of time spent on this activity, all during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-15 |
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