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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED_RES | 2025-04-14 |
Branch Locations
24932 Ave Kearny Suite 6, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vance Wealth | Santa Clarita | CA | 09/2022 | 03/2025 |
| Hcvt | Camarillo | CA | 04/2021 | 09/2022 |
| Richard Mumper & Associates | Valencia | CA | 04/2017 | 04/2021 |
| Student | Canyon Country | CA | 10/2012 | 04/2021 |
| Entrewealth, Llc | Valencia | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-22 |
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