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10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2410 W Valley Blvd, Alhambra, CA 91803 • United States
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regulus Advisors, Llc | Kentwood | MI | 05/2014 | 02/2017 |
| Regal Investment Advisors | Kentwood | MI | 01/2015 | 02/2017 |
| Crown Capital Securities, Lp | Orange | CA | 02/2017 | Present |
| Alexander Capital Lp | New York | NY | 01/2023 | Present |
1-START DATE 01/2022, STOIC WEALTH MANAGEMENT - NO OWNERSHIP; I DEVOTE 6 HRS/MO TO THIS NON-INVESTMENT RELATED ACTIVITY. MY DUTIES INCLUDE REVIEWING EXISTING ANNUITY POLICIES AND LIFE INSURANCE POLICIES: 2410 W VALLEY BLVD., ALHAMBRA, CA 91803 2-02/12/2025- VALZADA INDUSTRIES 50% OWNERSHIP/PARTNER 7TO 14 HRS PER WEEK DUTIES INCLUDE METTING CLIENTS HOME OWNERS-TRADESMEN AND POSSIBLY PURCHASING PROPERTY TO ASSIST IN REBUILDING MY COMMUNITY. COMPENSATED THROUGH REFERAL FEE-UP FRONT FEE (weekly-monthly-other) OR CONTRACT BETWEEN PARTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-07 |
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