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3333 Michelson Drive Suite 300, Irvine, CA 92840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-26 |
Branch Locations
3333 Michelson Drive Suite 300, Irvine, CA 92840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 02/2025 | 04/2025 |
| Equity Services Inc | Irvine | CA | 02/2025 | 06/2025 |
| Real Food Daily | Los Angeles | CA | 01/2016 | 04/2018 |
| Gracias Madre | West Hollywood | CA | 05/2018 | 08/2018 |
| Brand Talent | Orange County | CA | 01/2014 | 08/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 08/2025 | 03/2026 |
| Independent Broker | Folsom | CA | 10/2024 | Present |
| True Path Financial | Irvine | CA | 10/2024 | 04/2025 |
| Castle Capital Management | Irvine | CA | 07/2026 | Present |
Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
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