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Garden Grove, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garden Park Realty | Garden Grove | CA | 07/2002 | Present |
| Jan Daly Wilson | Garden Grove | CA | 07/2007 | Present |
| Mortgage-Oc Mortgage Coach | Garden Grove | CA | 07/2006 | Present |
| R.E.A.L. Coach | Garden Grove | CA | 01/2015 | Present |
| R.E.A.L. Retirement Coach | Garden Grove | CA | 01/2015 | Present |
| Garden Park Consulting | Garden Grove | CA | 03/2005 | Present |
| Garden Park Firm-Fin-Rlty-Mtg-Csltg | Garden Grove | CA | 09/2022 | Present |
NAME: GARDEN PARK FIRM FIN-RLTY-MTG-CSLTG; INVESTMENT RELATED: NO; ADDRESS: 12771 BAILEY ST, GARDEN GROVE, CA 92845; NATURE: SOLE PROPRIETOR; POSITION: SELF-EMPLOYED; TITLE/RELATIONSHIP: OWNER; START DATE: SEPTEMBER, 2022; APPROX HOURS: 20; APPROX HOURS DURING TRADING HOURS: 15; DUTIES: transact, educate and/or consult clients in areas of financial wellness or retirement readiness, real estate broker, life and health insurance agent, mortgage loan originator, financial information risk management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-15 |
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