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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-07 |
| CA | RA | APPROVED | 2015-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 12/2014 | Present |
| Golden State Wealth Management, Llc | South Coast Metro | CA | 06/2016 | Present |
1. 12/12/2014 - GOLDEN STATE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 50%/ IRVINE, CA 2. 1/20/2015: REGISTERED INVESTMENT ADVISOR HYBRID - GOLDEN STATE WEALTH MANAGEMENT, LLC - INVESTMENT RELATED - TIME SPENT 50% - IRVINE, CA. 3. 08/04/2021 - School Site Council Highland Elementary - Not Investment Related - 2301 Alhambra St, Norco CA 92860 - Non-Profit Board Member - Chairman - Start Date: 02/15/2021 - 2 Hours Per Month/0 Hours During Securities Trading - I work with the principal to set agendas for meetings then conduct a monthly meeting for 5 months.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-12 |
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