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915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-01 |
Branch Locations
915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sackett Wealth Advisors | Brea | CA | 07/2020 | Present |
| Sackett Financial Group | Brea | CA | 12/2018 | 07/2020 |
| Pacific Dawn Capital | Placentia | CA | 05/2017 | 12/2018 |
| Triqor Group | Irvine | CA | 05/2016 | 05/2017 |
| Investment Property Group/Triqor Group | Irvine | CA | 05/2015 | 05/2016 |
| Cal State University, Fullerton | Fullerton | CA | 08/2010 | 12/2016 |
1. Coast Maritime LLC; 789 W 16th St, Costa Mesa, CA 92627; Member; 12.5% owner; Start 05/2024; 12 hrs/month; none during trading hours; Charter boat, captain/crew vessel on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
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