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Current Employers
West Wealth Group, Llc

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-22
  • IL RA
    APPROVED
    Since 2026-07-22

Branch Locations

Rolling Meadows, IL • United States

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Agents Alliance Burlington NC 09/2018 Present
Unemployed / Disabled Bloomingdale IL 06/2016 09/2018
West Wealth Group, Llc Rolling Meadows IL 07/2026 Present
  • 09/2018 → Present
    National Agents Alliance
    Burlington, NC
  • 06/2016 → 09/2018
    Unemployed / Disabled
    Bloomingdale, IL
  • 07/2026 → Present
    Rolling Meadows, IL
Other Businesses

(1.) National Agents Alliance, 09/2018; Agent; Life insurance sales, life, health, property and casualty - Illinois; not investment related; approximately 1-8 hours/week; approximately 1-2 hours during trading hours/week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-24
  • S65 Uniform Investment Adviser Law Examination
    2026-06-24

View on SEC IAPD

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