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1000 Quail Street #225, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-09 |
Branch Locations
1000 Quail Street #225, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Service Corporation | West Palm Bech | FL | 03/1999 | Present |
| Lpl Financial Corporation | Newport Beach | CA | 09/2009 | Present |
| Centriplan, Llc | Centriplan, Llc | CA | 10/2012 | Present |
1. 04/28/10 - NON-VARIABLE INSURANCE, I SELL TERM LIFE AND LONG TERM CARE POLICIES OCCASIONALLY, 5% CA. 2. 05/06/10 - OTHER-TRUST, I AM A TRUSTEE ON MY FAMILY'S TRUST SINCE MY MOM'S DEATH ON 7/26/08. THE ACCOUNT NUMBER IS [ACCOUNT NO.]., THE [CUSTOMER NAME] FAMILY TRUST, 1% CA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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