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5000 Birch Street, West Tower Suite 3000, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-23 |
Branch Locations
5000 Birch Street, West Tower Suite 3000, Newport Beach, CA 92660 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Primerica Financial Services | Long Beach | CA | 06/2015 | 03/2018 |
| Auris Capital Strategies | Beverly Hills | CA | 01/2015 | 02/2018 |
| Pfs Investments Inc. | Long Beach | CA | 09/2017 | 03/2018 |
| Dfpg Investments, Inc. | Sandy | UT | 03/2018 | 06/2018 |
| American Financial Network, Llc | Calabasas | CA | 03/2018 | 06/2018 |
| American Financial Network Advisory Services, Llc | Calabasas | CA | 03/2018 | 06/2018 |
| Independent Insurance Agent | Lakewood | CA | 06/2018 | Present |
| Hexeum Capital Llc | Newport Beach | CA | 07/2018 | Present |
| Four Points Capital Partners Llc | Ridgewood | NJ | 05/2020 | 11/2022 |
| Four Points Capital Partners | Ridgewood | NJ | 06/2023 | Present |
(1) SELF, LAKEWOOD, CA; INVESTMENT RELATED; STARTED 7/2018; INDEPENDENT INSURANCE AGENT FOR NON-VARIABLE INSURANCE; 3 HOURS/WEEK DURING TRADING. (2) HEXEUM CAPITAL LLC, NEWPORT BEACH, CA; INVESTMENT RELATED; STARTED 7/2018; CEO & INVESTMENT ADVISOR REPRESENTATIVE, OVERALL OPERATIONS INCLUDING SALES, OPERATIONS & ADMINISTRATION; DBA FOR SECURITIES WORK WITH FPCP; 40 HOURS/WEEK DURING TRADING. (3) FOUR POINTS INSURANCE AGENCY LLC, NEW YORK, NY; INVESTMENT RELATED; STARTED 5/2020; VARIABLE INSURANCE AS DUAL REPRESENTATIVE WITH FPCP; 3 HOURS/WEEK DURING TRADING. (4) EDGE HOME FINANCE CORPORATION; STARTED JANUARY 2021; INVESTMENT RELATED; MORTGAGE LOAN OFFICER; ORIGNATING MORTGAGE; 3 HOURS/WEEK DURING TRADING. (5) SHIVSHAKTI LLC, POMONA, CA; NOT INVESTMENT RELATED; STARTED OCTOBER 2024; OWNER; CENTRAL INN, OPERATING AND MANAGING A HOTEL; 10 HOURS/WEEK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-31 |
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