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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
Branch Locations
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beverly Glen Deli | Los Angeles | CA | 04/2016 | 04/2020 |
| Io Acoustics | Chatsworth | CA | 04/2020 | 02/2023 |
| Park Avenue Securities | Glendale | CA | 10/2024 | Present |
| Guardian Life Insurance Company | Glendale | CA | 02/2023 | Present |
| Guardian Life Insurance Company | Denver | CO | 10/2025 | 01/2026 |
| Park Avenue Securities | Denver | CO | 10/2025 | 01/2026 |
| Park Avenue Securities | Santa Clarita | CA | 01/2026 | Present |
| Guardian Life Insurance Company | Santa Clarita | CA | 01/2026 | Present |
| Prosperitas Financial, Llc | Valencia | CA | 03/2026 | Present |
| Westpac Wealth Partners | Glendal | CA | 04/2024 | 02/2026 |
| Merlin Financial Services | Glendale | CA | 10/2022 | 03/2024 |
1) Power of Attorney, Mother, Start: 04/04/2023, Address: 7623 E Colgate Pl. Denver, CO 80231, 4 total hours per month, 0 during securities trading hours, No annual compensation, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-11 |
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