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Current Employers
Eagle Wealth Management Group Inc.

28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-02-13
NC RA APPROVED 2023-10-30
  • SC RA
    APPROVED
    Since 2025-02-13
  • NC RA
    APPROVED
    Since 2023-10-30

Branch Locations

28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355 • United States

10815 Sikes Place Suite #320, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crown Capital Securities, Lp Orange CA 06/2011 10/2023
Abiding Wealth Advisors Charlotte NC 06/2011 Present
Eagle Wealth Management Group, Inc. Valencia CA 10/2023 Present
  • 06/2011 → 10/2023
    Crown Capital Securities, Lp
    Orange, CA
  • 06/2011 → Present
    Abiding Wealth Advisors
    Charlotte, NC
  • 10/2023 → Present
    Valencia, CA
Previous Registrations
  • 2013-01-02 → 2023-11-20
    Crown Capital Securities, L.P.
    Waxhaw, NC
    Charlotte, NC
Other Businesses

START DATE 06/2011; I'M A FINANCIAL ADVISOR FOR ABIDING WEALTH ADVISORS, LLC. THIS IS THE DBA FOR WHICH I CONDUCT ALL BUSINESS RELATED TO SECURITIES, INSURANCE AND ADVISORY SERVICES. THIS IS AN INVESTMENT RELATED ACTIVITY. I DEVOTE 200 HRS/MO, 160 DURING TRADING HRS TO THIS ACTIVITY. BUSINESS ADDRESS: 10815 SIKES PL, STE 320, CHARLOTTE, NC 28277

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-19
  • S66 Uniform Combined State Law Examination
    2011-03-19

View on SEC IAPD

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