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27441 Tourney Road Suite 260, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-09 |
Branch Locations
27441 Tourney Road Suite 260, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wbb Securities, Llc | San Diego | CA | 08/2007 | 05/2017 |
| Claraphi Advisory Network, Llc | Laguna Hills | CA | 05/2017 | Present |
| M2 Financial Llc | 21917 Placeritos Blvd, Newhall | CA | 08/2017 | Present |
| N/A | N/A | CA | 07/2017 | Present |
| Claraphi Advisory Network, Llc | Laguna Hills | CA | 05/2017 | 07/2017 |
I am licensed in California for Life, Accident and Health insurance since 1989. This is an investment-related business. I work in Newport Coast, CA and spent less than 10% of my time on this business, mostly during securities trading hours. I am licensed in California as a real estate agent since approximately 1977. This is not an investment-related business. I work in Newport Beach, CA but am not active in this business, spending very few hours on this activity, primary outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-29 |
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