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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-14 |
Branch Locations
500 Newport Center Dr Ste 850, Newport Beach, CA 92660 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Aventura Sailing Association | Dana Point | CA | 06/2015 | 10/2016 |
| Dog Republic | Newport Beach | CA | 11/2016 | 03/2017 |
| Shorecliffs Golf Club | San Clemente | CA | 08/2021 | 10/2022 |
| Coach Canine Oc | Dana Point | CA | 03/2017 | Present |
| Wedbush Securities | Newport Beach | CA | 05/2022 | Present |
(1). TONY MAY WEALTH MANAGEMENT GROUP OF WEDBUSH SECURITIES; INVESTMENT RELATED; NEWPORT BEACH, CA; FINANCIAL ADVISORY; CLIENT SERVICE ASSOCIATE; START: 7/2024; NO HOURS ARE DEVOTED; DUTIES: CLIENT SERVICE, PORTFOLIO MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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