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15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-30 |
Branch Locations
15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Covina | CA | 08/2016 | 11/2017 |
| World Financial Group, Inc. | Covina | CA | 07/2014 | 12/2017 |
| Guardian Life Insurance Co Of America | Newport Beach | CA | 12/2017 | Present |
| Park Avenue Securities, Llc | Newport Beach | CA | 03/2019 | Present |
| Wealth Teams Alliance | Irvine | CA | 07/2021 | Present |
1. Outside Insurance Sales Start: 02/13/2019 Address: 4675 MacArthur Ct. ste 725 Newport Beach CA 92660 10 bus hrs per month Investment related >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-22 |
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