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Anthony Joseph-Fahy Serrano

West Wealth Group, LLC

Irvine, CA

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Current Employers
West Wealth Group, Llc

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-10-26
  • CA RA
    APPROVED
    Since 2021-10-26

Branch Locations

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bml Wealth Management Irvine CA 01/2016 Present
Cooper Mcmanus Irvine CA 08/2017 Present
West Wealth Group, Llc Irvine CA 10/2021 Present
Previous Registrations
  • 2017-10-07 → 2021-12-03
    Irvine, CA
    Irvine, CA
    Irvine, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-07
  • S65 Uniform Investment Adviser Law Examination
    2017-10-07
Designations

View on SEC IAPD

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