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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-20 |
Branch Locations
16870 West Bernardo Drive Suite 400, San Diego, CA 92127 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2015 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Victorville | CA | 09/2017 | 03/2023 |
| Bank Of America, N.A. | Victorville | CA | 09/2017 | 03/2023 |
| Omni Video Productions | Bakersfield | CA | 08/2010 | 07/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 03/2023 | Present |
I*934306, Name of OBA: Purple Mango Films, LLC Address: Escondido, CA Investment Related: No Position, Title, Association: Owner Employee Start Date: 7/26/2022 No Hours: 3 Monthly No Hours during trading: 0 Duties: Wedding Videography LA PENSION PLANNERS POSITION: Financial Representative NATURE: DBA/Investment Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 3/21/2023 ADDRESS: 177 E Colorado Blvd Office 3055 Pasadena CA 91105, United States DESCRIPTION: DBA/Working for this company as a Financial Rep. INSURANCE POSITION: Financial Advisor NATURE: fixed & insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 3/16/2023 ADDRESS: 177 E Colorado Blvd Office 3055 Pasadena CA 91105, United States DESCRIPTION: Life Insurance SAMPLICITY, LLC INVESTMENT RELATED: Is Not Investment Related, NATURE: Corporate entity for tax purposes, POSITION: Member, START DATE: 2023-12-12,HOURS PER MONTH: 1 hours per month, TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: This LLC entity was created for tax purposes on the advice of my CPA to receive income and commissions and business expenses for financial advising income. PENSION101 INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "457 W Allen Ave, Suite 110, San Dimas, CA, 91773, United States", NATURE: Pension Education and Lead Generation System, POSITION: Co-Founder, START DATE: 8/22/2025, 2 hours per month, 0 hours per month during trading hours, No Compensation DESCRIPTION: Passive partner providing insight on how the pension education platform should look.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
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