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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| CA | RA | APPROVED | 2025-08-27 |
Branch Locations
391 N. Main Street Suite 107, Corona, CA 92878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Equipment Rentals | Colton, Ca | CA | 08/2020 | 12/2021 |
| Unemployed | Mira Loma | CA | 04/2020 | 07/2020 |
| California Baptist University Athletics Department | Riverside | CA | 01/2019 | 03/2020 |
| Chick-Fil-A | Riverside | CA | 09/2017 | 12/2018 |
| Line Drive Batting Cages - Pro Shop | Chino Hills | CA | 01/2017 | 06/2018 |
| Ontario Christian High School | Ontario | CA | 09/2014 | 05/2017 |
| California Baptist University | Riverside | CA | 09/2017 | 12/2020 |
| Lpl Financial, Llc | Corona | CA | 11/2021 | 08/2025 |
| Mariner Independent Advisor Network, Llc | Corona | CA | 01/2022 | 08/2025 |
| Osaic Wealth | Corona | CA | 08/2025 | Present |
1. 01/25/2022 - SIMPLIFIED WEALTH MANAGEMENT INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. SIMPLIFIED WEALTH MANAGEMENT POSITION: Wealth Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2022 ADDRESS: 391 N Main St Ste 107 Corona CA 92878 DESCRIPTION: Advise clients on their investments Focus on investment planning, retirement planning, estate planning, and tax planning. If clients need term life insurance, we connect with them and provide quotes. If they are comfortable with the face amount and premium, we move forward. 3. SWM IN CORONA INSURANCE SERVICES POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2022 ADDRESS: 391 N Main St., Suite 107, Corona CA 92878, United States DESCRIPTION: Insurance agency licensed in California for DBA 4. THE MASON FAMILY FUN(D) TRUST DATED DECEMBER 3, 2025 POSITION: Trustee NATURE: Personal Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2025 ADDRESS: 15901 Stresa Ln., Unit 4, Fontana CA 92336, United States DESCRIPTION: - Personal family trust for estate planning purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
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