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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
Branch Locations
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Medford | OR | 10/2016 | 05/2019 |
| Key Investment Services | Medford | OR | 10/2016 | 05/2019 |
| Banner Bank | Eugene | OR | 09/2019 | 09/2020 |
| Unemployed | Eugene | OR | 05/2019 | 09/2019 |
| Lpl Financial Llc | Eugene | OR | 10/2019 | 09/2020 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 09/2020 | 04/2022 |
| Belpointe Insurance Llc | Greenwich | CT | 09/2020 | 04/2022 |
| Moulton Wealth Management, Llc | Applegate | OR | 09/2020 | 04/2022 |
| Market Of Choice | Eugene | OR | 01/2021 | 11/2021 |
| Raymond James Financial Services, Inc. | Brea | CA | 04/2022 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Brea | CA | 04/2022 | 09/2025 |
| Prosperitas Financial, Llc | Valencia | CA | 10/2025 | Present |
(1)Name of Business: Blunt Wealth Services Address: 2601 Saturn St Ste 100, Brea, CA, 92821-6702, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/04/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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