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100 Spectrum Ctr Dr Ste 300, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
| IA | RA | APPROVED | 2025-04-02 |
| CO | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED | 2022-02-09 |
| CA | RA | APPROVED | 2021-10-14 |
Branch Locations
100 Spectrum Ctr Dr Ste 300, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Mission Viejo | CA | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mission Viejo | CA | 11/2016 | 07/2018 |
| Wells Fargo Advisors Financial Network, Llc | Irvine | CA | 07/2018 | 10/2021 |
| Optimize Financial Inc. | Laguna Hills | CA | 10/2021 | Present |
| Optimize Financial Inc. | Laguna Hills | CA | 01/2024 | Present |
?23212 Mill Creek Drive Group; INV. Related; Irvine, CA; Partnership-Property Owner, Start 09/2021, 4 HRS Per Month; 0 HRS During Trading ?New Creation Fellowship Church; Founder; Pastor; and Board Member; Start 10/2023; 20 HRS Per Month; 1 HR During Trading. ?Bayne Family Trust; Successor Trustee; Start 09/2021; 0 HRS Per Month; 0 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-25 |
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