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2 Park Plaza Suite 800, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bml Wealth Management | Irvine | CA | 01/2016 | Present |
| Cooper Mcmanus | Irvine | CA | 08/2017 | Present |
| West Wealth Group, Llc | Irvine | CA | 10/2021 | Present |
1. BML Wealth Insurance Services - INVESTMENT RELATED: No - ADDRESS: 2 Park Plaza Suite 280 Irvine, CA 92614 - NATURE:Insurance Sales - POSITION: Insurance Agent - START DATE: 09/21/2015- NUMBER OF HOURS:10/week - SECURITIES TRADING HOURS:3/week - DESCRIPTION: Sell life insurance, annuities, and/or Long-Term Care
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-07 |
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