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10940 Wilshire Blvd Suite 1450, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED_RES | 2022-09-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corporation | Aliso Viejo | CA | 06/2007 | 10/2016 |
| National Asset Management, Inc | Seattle | WA | 09/2007 | 10/2016 |
| Pacific Sun Financial Corp | Aliso Viejo | CA | 08/2016 | Present |
(1). Insurance Sales; Investment Related; Insurance for fixed life insurance products; Insurance; Aliso Viejo, CA; Agent; JUNE 2011; Insurance. (2). Author; Not Investment Related; Occasional promotional work and interviews; Approximately since 2015; 10 hours per month; 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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