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11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
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