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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-09 |
Branch Locations
32322 S. Coast Highway, Laguna Beach, CA 92651 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T3 Trading Group, Llc | New York | NY | 11/2022 | 11/2025 |
| Pro Fit Peraonal Training | Laguna Hilla | CA | 01/2006 | Present |
| Mtk Group Dba Caring Companions Referral Agency | Laguna Niguel | CA | 02/2023 | Present |
| Axxcess Wealth Management, Llc | Laguna Beach | CA | 12/2025 | Present |
1) MTK Group dba Caring Companions Referral Agency; Not investment-related; Laguna Niguel, CA 92677; In-home care services; Chief Financial Officer; Financial reporting, tax compliance, tax strategy, cash flow analysis and management, and budgeting. As an owner, collaborate on developing and establishing company vision and ongoing growth strategies. Provide IT evaluation and support as needed for new business systems and reporting software and oversee website development and maintenance; Approx. 5% of time during the month. 2) Pro Fitness Body Solutions; Not investment-related; 27075 Cabot Road, Suite 106, Laguna Hills, CA 92653; Private training gym; President / Owner; Develop workout and nutrition plans for clients and allow them the use of the facility to perform their workouts in a private setting; 25% of time during the month. 3) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
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