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Current Employers
Perennial Financial Services

11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-16
  • CA RA
    APPROVED
    Since 2025-12-16

Branch Locations

5260 N Palm Ave Ste 221, Fresno, CA 93704 • United States

11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beyer High School Modesto CA 08/2016 05/2020
St. Pauls Church Modesto CA 08/2019 09/2022
Unemployed Modesto CA 05/2020 08/2021
Shipt, Doordash, Instacart Fresno CA 08/2021 09/2022
Delta Community College Stockton CA 08/2020 05/2021
Fresno State College Fresno CA 08/2021 06/2024
Ford Financial Group Fresno CA 02/2022 05/2022
G3 Enterprises Modesto CA 06/2022 08/2022
Ford Financial Group Fresno CA 09/2022 Present
Lpl Financial Fresno CA 09/2022 Present
Perennial Financial Services Fresno CA 12/2025 Present
  • 08/2016 → 05/2020
    Beyer High School
    Modesto, CA
  • 08/2019 → 09/2022
    St. Pauls Church
    Modesto, CA
  • 05/2020 → 08/2021
    Unemployed
    Modesto, CA
  • 08/2021 → 09/2022
    Shipt, Doordash, Instacart
    Fresno, CA
  • 08/2020 → 05/2021
    Delta Community College
    Stockton, CA
  • 08/2021 → 06/2024
    Fresno State College
    Fresno, CA
  • 02/2022 → 05/2022
    Ford Financial Group
    Fresno, CA
  • 06/2022 → 08/2022
    G3 Enterprises
    Modesto, CA
  • 09/2022 → Present
    Ford Financial Group
    Fresno, CA
  • 09/2022 → Present
    Lpl Financial
    Fresno, CA
  • 12/2025 → Present
    Fresno, CA
Other Businesses

1-05/2025 / Ford Financial Group, Inc / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 4 HRS DURING TRADING / START 05/22/2025 2- 05/2025 / Imago Dei Coffee, LLC / Business Owner / NOT INVESTMENT RELATED / 10-40 HRS MNTH / START 05/01/2024 3- 01/26/2026 - Ford Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ 100 hours during trading 4- 01/27/2026 - Perennial Investment Advisors, LLC - Registered Investment Advisor Hybrid - Associate Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-10
  • S66 Uniform Combined State Law Examination
    2025-11-10

View on SEC IAPD

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