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2275 South Main Street Ste 103, Corona, CA 92882 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-05-19 |
Branch Locations
2275 South Main Street Ste 103, Corona, CA 92882 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western States Financial | Corona | CA | 09/1994 | Present |
| Western States Wealth Management | Corona | CA | 01/2014 | Present |
1) INDEPENDENT INSURANCE AGENT - UP TO 20 HOURS PER WEEK WITH SOME DURING MARKET HOURS. 2) WESTERN STATES FINANCIAL - OWNER - UP TO 5 HOURS PER WEEK. 3) MEDICARE SALES - LICENSED TO SELL ADVANTAGE PLANS/SUPPLEMENT INSURANCE - SPENDS 1-2 HOURS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-03 |
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