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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-16 |
Branch Locations
101 Metro Drive, Suite 650, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | San Jose | CA | 11/2011 | 05/2022 |
| Evergreen Wealth Advisory Group, Llc | San Jose | CA | 02/2014 | 05/2022 |
| Cooper Mcmanus | San Jose | CA | 05/2022 | Present |
| Cambridge Investment Reserach, Inc. | Fairfield | IA | 05/2022 | Present |
1. TAYLOR MOOR LLC, 2231 RIVERA STREET, SAN FRANCISCO CA 94116, United States, 07/27/1999, Managing Partner, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 0 HR/MO TRADING 2. STRATEGIES GROUP LLC, 2231 RIVERA STREET, SAN FRANCISCO CA 94116, United States, 01/10/2007, Partner, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 0 HR/MO TRADING 3. EVERGREEN WEALTH ADVISORY GROUP, 101 METRO DRIVE, STE 650, SAN JOSE CA 95110, United States, 02/14/2014, Advisor, INV REL, 160 HR/MO - 60 HR/MO TRADING 4. COOPER MCMANUS, 101 Metro Drive #650, San Jose CA 95110, United States, 09/09/2025, Investment Advisor Representative, DBA Name, NIR, 40 HR/MO - 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-10 |
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