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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| CA | RA | APPROVED | 2019-06-17 |
Branch Locations
25220 Hancock Avenue Suite 240, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Temecula | CA | 08/2014 | 06/2019 |
| Raymond James | Murrieta | CA | 06/2019 | Present |
| Thrivent Financial | Temecula | CA | 12/2014 | 06/2019 |
| Thrivent Financial | Murrieta | CA | 07/2019 | 08/2022 |
(1)Name of Business: Bridge Wealth Financial Partners Inc Address: 25220 Hancock Ave Ste 240, Murrieta, CA, 92562, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 04/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Support company for accounting purposes only (2)Name of Business: E4 Brokerage LLC Address: 25220 Hancock Ave Ste 240, Murrieta, CA, 92562, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 07/22/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Work with E4's consultant to offer fixed life insurance and annuity as well as disability income to my clientele. (3)Name of Business: TC Financial Planning and Wealth Management Address: 25220 Hancock Ave Ste 240, Murrieta, CA, 92562-0902, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advise clients to help with retirement planning (4)Name of Business: The Baptist Foundation of California Address: 3210 E Guasti Rd Ste 640, Ontario, CA, 91761, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 11/07/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member voting on key issues impacting church financing for new mortgages and expansions along with key policy and financial issues for the Southern Baptist Convention
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-14 |
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