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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-09 |
| CA | RA | APPROVED | 2022-03-30 |
Branch Locations
2447 Pacific Coast Highway 2Nd Floor, Hermosa Beach, CA 90254 • United States
Torrance, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Retirement Advisors | El Segundo | CA | 06/2013 | 10/2019 |
| First Allied Securities Inc | San Diego | CA | 05/2016 | 10/2019 |
| Founders Financial Securities | Towson | MD | 10/2019 | 03/2022 |
| Jlife Wealth Management | El Segundo | CA | 10/2019 | 03/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | Present |
1) INSURANCE / 1646 Nelson Ave, Manhattan Beach CA 90266 / 04/01/2022 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 10 HR/MO - 5 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 03/30/2022 3) JLIFE WEALTH MANAGEMENT, 2447 Pacific Coast Hwy, 2nd Floor, Hermosa Beach CA 90254, United States, 06/27/2023, Financial Advisor, Employee (receive a W-2), INV REL, 160 HR/MO - 80 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-16 |
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