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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-03 |
Branch Locations
1422 Edinger Avenue, Ste 230, Tustin, CA 92780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Capital Management, Incorporated | Santa Ana | CA | 01/2014 | Present |
| California State University, Fullerton | Fullerton | CA | 01/2016 | 12/2017 |
| Osaic Wealth, Inc | Santa Ana | CA | 03/2017 | Present |
1. STRATEGIC FINANCIAL CONSULTANTS POSITION: Sole Proprietor NATURE: Sole Proprietorship, Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2013 ADDRESS: 1811 East Garry Avenue, Santa Ana CA 92705, United States DESCRIPTION: Marketing & Sale of Fixed, Life, Health, Disability Insurance, Complimentary Notary 2. LIBERTY CAPITAL STRATEGISTS, INC. POSITION: Financial Strategist NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2025 ADDRESS: 1422 Edinger Avenue, Suite 230, Tustin CA 92780, United States DESCRIPTION: I address client questions about account access, assist clients in retrieving statements, and help with financial planning tools.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-24 |
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