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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-05 |
Branch Locations
20 Executive Park Suite 190, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Path Financial | Irvine | CA | 01/2022 | Present |
| The Walt Disney Company | Anaheim | CA | 10/2013 | 01/2022 |
| Equity Services, Inc. | Montpelier | VT | 03/2023 | Present |
*TRUE PATH FINANCIAL. 20 EXECUTIVE PARK SUITE 190 IRVINE CA. INV REL. FEB 2023. FIXED INSURANCE SALES AND SERVICE. AGENT. WORK WITH CLIENTS AND THEIR FINANCIAL PLANS. DURING TRADE HRS*MOUNTAIN PEAK WEALTH SOLUTIONS LLC. 825 NE MULTNOMAH ST, #1150, PORTLAND OR 97202. JUNE 2024. INV REL.DBA FOR AGENCY MARKETING ONLY. AGENT. OFFICE MARKETING. DURING TRADE HRS*GOMEZ WEALTH SOLUTIONS AND INSURANCE SERVICES, 20 EXECUTIVE PARK, STE 190, IRVINE, CA, 92614, ONGOING, INV REL, 08/2025, INSURANCE, AGENT, DURING TRD/HRS, 50%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-05 |
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