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Temecula, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
| CA | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grape Modern Wealth Management | Temecula | CA | 08/2022 | 11/2022 |
| Richardson Technologies, Inc. | Temecula | CA | 12/2016 | 04/2021 |
| San Diego Christian College | San Diego | CA | 08/2011 | 12/2016 |
| Grape Wealth Management | Temecula | CA | 11/2022 | Present |
| West Torrance High School | Torrance | CA | 04/2021 | 07/2022 |
| Jp Richardson Financial Services, Inc. Dba R & R Financial | Temecula | CA | 04/2024 | Present |
Joshua Patrick Richardson is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. JP Richardson Financial Services, Inc. always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of JP Richardson Financial Services, Inc. in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
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