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7280 W. Palmetto Park Road Suite 201N, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
Hermosa Beach, CA • United States
7280 W. Palmetto Park Road Suite 201N, Boca Raton, FL 33433 • United States
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 |
|---|---|---|---|---|
| Pacific Life Insurance Company | Los Angeles | CA | 08/2012 | 12/2017 |
| Pacific Select Distributors | Newport Beach | CA | 08/2012 | 12/2017 |
| Confidence Wealth Management | Torrance | CA | 02/2020 | 07/2023 |
| Empirical Wealth Management | Seattle | WA | 02/2024 | Present |
| Kelca Insurance Company | Hermosa Beach | CA | 12/2017 | 02/2020 |
| Secure Wealth, Inc. | Hermosa Beach | CA | 05/2025 | Present |
| Kelca Insurance Company | Hermosa Beach | CA | 07/2023 | 02/2024 |
NAME: SELF EMPLOYED | EMPLOYER: SELF EMPLOYED START DATE: 04/01/1986 | DUTIES: TRAIL INCOME FROM HEALTH INSURANCE SALES PREVIOUS TO EMPLOYMENT WITH PACIFIC LIFE. | HRS/MO: 5 HOURS PER MONTH | INVESTMENT RELATED: NO | PUBLIC: NO WEB PRESENCE: NO | NAME:SELF; ADDRESS:SANTA ROSA, CA; POSITION:LANDLORD; START:07/01/2016; DUTIES:MANAGE RENTAL PROPERTY; HOURS PER MONTH:LESS THAN 5; NON INVESTMENT-RELATED; NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-20 |
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