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1 Park Plaza Suite 210, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Irvine | CA | 12/2016 | 09/2019 |
| Transglobal Holding Company | Irvine | CA | 09/2019 | Present |
| Intelliscope Wealth Management Corp | Irvine | CA | 04/2020 | Present |
| Homemaker | Irvine | CA | 09/2015 | 11/2016 |
| American Fundstars Financial Group Llc | Newport Beach | CA | 03/2022 | Present |
1. Name of the other business: Intelliscope Wealth Management Corp; investment-related; address: 79 Fernway, Irvine, CA 92620; nature of the other business: insurance broker; position and title: CEO in Irvine Branch; start date: April 2020; approximate number of hours/month devoted to the other business: 100 hours/month; number of hours devoted to the other business during securities trading hours: 100 hours/month; duties: sell insurance products. 2. Name of the other business: TransGlobal Holding Company; investment-related; address: 500 Technology Dr. #300, Irvine, CA 92620; nature of the other business: insurance broker; position and title: Insurance Agent; start date: September 2019; approximate number of hours/month devoted to the other business: 100 hours/month; number of hours devoted to the other business during securities trading hours: 100 hours/month; duties: sell insurance products.
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