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606 Venice Blvd Ste 107, Venice, CA 90291 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-18 |
| NY | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
606 Venice Blvd Ste 107, Venice, CA 90291 • United States
Park City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2014 | 03/2017 |
| Guardian Life Insurance Co Of America | Murray | UT | 03/2017 | 12/2017 |
| Park Avenue Securities, Llc | New York | NY | 03/2017 | 12/2017 |
| Guardian Life Insurance | Rock Springs | WY | 12/2017 | 04/2019 |
| Park Avenue Securities | Rock Springs | WY | 12/2017 | 04/2019 |
| Securities America, Inc. | Rock Springs | WY | 04/2019 | 10/2022 |
| Beam Asset Management | Rock Springs | WY | 04/2019 | 10/2022 |
| Beta Wealth Group Inc | San Diego | CA | 10/2022 | 10/2024 |
| Mdrn Wealth Llc | Los Angeles | CA | 05/2026 | 08/2026 |
| Mdrn Wealth Llc | Los Angeles | CA | 08/2026 | Present |
| Self-Employed - Tailored Paraplanning | Park City | UT | 11/2024 | 04/2026 |
1) Elements Massage of Cottonwood Heights; Owner; Owner; June 1, 2014; 6910 S Highland Dr, #7 Cottonwood Heights, UT, 84121; Total hours per month 1; Total hours during securities trading hours; My wife currently manages operations and management oversight, so not much activity on my end. 2) Elements Massage Park City; Owner; Owner; April 15, 2020; 1635 Redstone Center Drive Park City, UT, 84098; Total hours per month 1; Total hours during securities trading hours; My wife currently manages operations and management oversight, so not much activity on my end.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
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