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23151 Verdugo Drive Suite 106, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-21 |
| NV | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-03-20 |
| CA | RA | APPROVED | 2024-01-10 |
Branch Locations
23151 Verdugo Drive Suite 106, Laguna Hills, CA 92653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Laguna Beach | CA | 11/2013 | 12/2017 |
| Royal Alliance | Laguna Hills | CA | 01/2018 | 05/2021 |
| Lpl Financial Llc | Irvine | CA | 05/2021 | 01/2024 |
| Embarcadero Capital Advisors | Laguna Hills | CA | 01/2024 | Present |
| Nwf Advisory Services Inc. | Capistrano Beach | CA | 12/2017 | 06/2021 |
| The Leaders Group, Inc. | Littleton | CO | 06/2024 | 10/2025 |
| Fellows Wealth Mgmt | Laguna Hills | CA | 01/2017 | Present |
| Embarcadero Capital Advisors | Laguna Hills | CA | 08/2026 | Present |
1.) EMBARCADERO CAPITAL ADVISORS - 11/14/23 - 23151 Verdugo Drive, 106, Laguna Hills, CA 92653 - CEO/Owner, Advisory services, Invt Rel, RIA, 240 hrs/mo; 240 hrs/mo (during trading hours). 2.) FELLOWS WEALTH MGMT - 1/1/17 - 23151 Verdugo Drive, 106, Laguna Hills, CA 92653 - Tax preparer & ins sales, Prepare taxes & sell ins products, Not Invt Rel, Tax preparation & insurance sales, 60 hrs/mo; 60 hrs/mo (during trading hours). 3.) Chairman of the Board -America's Christian Credit Union - 4/30/2026 - Chairman of the Board, Director, Not Invt Rel, Banking, 15 hrs/mo; 4 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-03 |
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