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530 Technology Drive Suite 100, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-25 |
Branch Locations
530 Technology Drive Suite 100, Irvine, CA 92618 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2014 | 10/2019 |
| Prosperity Wealth Management Inc. | San Ramon | CA | 01/2020 | 02/2020 |
| Oz Wealth Management | Irvine | CA | 01/2020 | Present |
Insurance 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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