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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
| PA | RA | APPROVED | 2022-01-06 |
| NC | RA | APPROVED | 2018-06-29 |
| RI | RA | APPROVED | 2017-11-08 |
| MA | RA | APPROVED | 2015-05-22 |
| FL | RA | APPROVED | 2015-05-21 |
| NJ | RA | APPROVED | 2014-05-02 |
| CT | RA | APPROVED | 2014-04-30 |
| MD | RA | APPROVED | 2014-04-30 |
| CA | RA | APPROVED | 2014-04-24 |
Branch Locations
8665 Wilshire Blvd. Suite 200, Beverly Hills, CA 90211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpw Capital | New York | NY | 09/2008 | Present |
| Osaic Wealth, Inc. | New York | NY | 01/2010 | Present |
1) CROWN FINANCIAL PARTNERS LLC POSITION: President NATURE: Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/23/2014 ADDRESS: 8665 WILSHIRE BLVD., BEVERLY HILLS CA 90211 DESCRIPTION: Fixed Insurance Sales 2) JONATHAN BECK POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2012 ADDRESS: 8665 WILSHIRE BLVD., BEVERLY HILLS CA 90211 DESCRIPTION: Fixed Insurance Sales 3) CROWN FINANCIAL PARTNERS LLC POSITION: President NATURE: Sole member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: 8665 WILSHIRE BLVD., BEVERLY HILLS CA 90211 DESCRIPTION: President 3) CROWN REALTY AND DEVELOPMENT POSITION: I have no title NATURE: I believe corporation, real estate mgmt company INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2022 ADDRESS: 3000 Airway Ave #200, costa mesa CA 92626, United States DESCRIPTION: My father in law has a real estate business, he needs assistance overseeing operations of one asset, there is a full mgmt company, other employees responsible, he simply wants a family member overseeing as well-My duties are operational, I help oversee the management company and their duties- such as leasing, P&Ls, strategy, costs, Tennent satisfaction, evaluating mgmt company... again, all operational duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-08 |
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