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1 Park Plaza Suite 210, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Securities | Irvine | CA | 07/2011 | 07/2017 |
| Unemployed | Irvine | CA | 08/2017 | 03/2018 |
| World Financial Group | Irvine | CA | 04/2018 | 10/2024 |
| American Fundstars Financial Group Llc | Newport Beach | CA | 12/2021 | Present |
Currently acting as an insurance agent for American Fundstars Insurance Agency. This is investment-related. Address: 1 Park Plaza, Suite 210, Irvine, CA, 92614. Nature of business: insurance broker. Position: Insurance Agent. Start date of relationship: February 26, 2024. Approximate number of hours/month devoting to this business: 4 hour/month. Number of hours devoting to this business during securities trading hours: 0. Duties relating to this business: selling insurance products based on clients financial goals
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-01 |
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