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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-18 |
| MD | RA | APPROVED | 2023-05-16 |
Branch Locations
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Princeton | NJ | 01/2013 | 01/2023 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 01/2023 | 07/2023 |
| Accelerate Retirement | Aliso Viejo | CA | 05/2023 | Present |
Insurance Agent - Mr. Friedrich in his individual capacity, is a licensed insurance agent, and recommends the purchase of certain insurance products on a commission basis; non-investment related; less than 5 hours monthly which could be during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-31 |
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