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3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
2591 Dallas Parkwa Suite 300, Frisco, TX 75034 • United States
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 • United States
3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inspired Financial | Huntington Beach | CA | 06/2021 | 07/2023 |
| Wealth-Mode Financial Planning | Draper | UT | 05/2020 | 05/2021 |
| Utah Valley University | Orem | UT | 08/2017 | 08/2021 |
| The Church Of Jesus Christ Of Latter Day Saints | Maputo | 07/2015 | 07/2017 | |
| Apella Wealth | Huntington Beach | CA | 07/2023 | 06/2025 |
| Estify | Orem | UT | 08/2017 | 05/2018 |
| Vantage Marketing - Insight Pest Solutions | Orem | UT | 05/2018 | 04/2019 |
| Brooks Pest Control | Orem | UT | 05/2019 | 04/2020 |
| Prosperity Wealth Planning Llc | Irvine | CA | 06/2025 | Present |
Robert Easton Price coaches high school basketball.
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