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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-31 |
Branch Locations
Scottsdale, AZ • United States
Lake Forest, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| El Toro High School | Lake Forest | CA | 09/2012 | 06/2016 |
| Papa John's | Lake Forest | CA | 11/2016 | 08/2017 |
| Fenix Consulting Group | Orange | CA | 08/2017 | 08/2019 |
| Loandepot | Lake Forest | CA | 09/2019 | 07/2020 |
| Ladera Lending Inc | Lake Forest | CA | 07/2020 | 06/2021 |
| Mission Loans Llc | Irvine | CA | 08/2021 | 10/2022 |
| Unemployed | Lake Forest | CA | 10/2022 | 10/2023 |
| Iliad Wealth Solutions | Chandler | AZ | 10/2023 | Present |
| N/A | N/A | XX | 07/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
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