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260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
Branch Locations
260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States
1177 Marsh St., Ste #200, San Luis Obispo, CA 93401 • 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 |
|---|---|---|---|---|
| Lifetime Financial Inc | Newport Beach | CA | 10/2015 | Present |
| American Mortgage Equity Consultants Formally Gradient Home Mort | Arden Hills | CA | 04/2015 | 06/2019 |
| Self Employed | Arroyo Grande | CA | 04/2015 | Present |
| Lifetime Paradigm Inc. | Newport Beach | CA | 04/2023 | Present |
Business Consultant. Provide project and event management consulting. I do not receive commissions. I do receive a nominal consulting fee on a per project basis, less than $10,000 per year. Name of outside business: Independent Contractor for Lifetime Paradigm; Is the business investment related: No; Location of the business: 1177 Marsh St #200 San Luis Opispo CA 93401 USA; Position Title: Insurance Sales-Consultant; Start date with business: 2023-04-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-28 |
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