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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-22 |
Branch Locations
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dapper Dan's Car Wash | Santa Clarita | CA | 04/2014 | 04/2019 |
| Wells Fargo Bank N.A. | Santa Clarita | CA | 04/2019 | 04/2021 |
| Prosperitas Financial, Llc | Santa Clarita | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-27 |
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