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Corona, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-28 |
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 |
|---|---|---|---|---|
| Us Bank Home Mortgage | Riverside | CA | 12/2017 | 02/2018 |
| Citibank | Chino Hills | CA | 06/2016 | 06/2017 |
| Crown Capital Securities, Lp | Orange | CA | 08/2017 | 02/2018 |
| Pruco Securities, Llc | Ontario | CA | 02/2018 | 01/2019 |
| The Prudential Insurance Company Of America | Ontario | CA | 03/2018 | 01/2019 |
| Edward Jones | St.LOuis | MO | 02/2019 | 04/2019 |
| Citigroup | Riverside | CA | 04/2019 | 04/2020 |
| California Bank And Trust | Rancho Cucamonga | CA | 04/2020 | 04/2024 |
| Ameriprise Financial Services, Llc | Diamond Bar | CA | 05/2024 | 11/2024 |
| Planned Financial Freedom | Corona | CA | 03/2022 | 04/2024 |
| Palo Seco Wealth Management | Corona | CA | 11/2024 | Present |
Real Estate and Mortgage Loan Broker. Non investment related. Address is 2648 Coldsprings Ln., Corona, CA 92882. Position: Real Estate and Mortgage Loan Broker. Position and Title: Broker/Owner. Start Date: November 2024. I devote approximate 5 hrs per week to the business. None of those hours occur during securities trading hours. Duties are brokering the sale or purchase of a home and brokering a home loan.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-24 |
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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