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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Los Primeros School Of Sciences And Arts | Camarillo | CA | 08/2010 | 05/2019 |
| Villanova Preparatory School | Ojai | CA | 08/2019 | 05/2023 |
| Simi Institute For Careers And Education | Simi Valley | CA | 07/2026 | 08/2026 |
| Cyclebar | Camarillo | CA | 03/2021 | 11/2023 |
| Gold Coast Ambulance | Oxnard | CA | 12/2023 | 08/2025 |
| Finney's Crafthouse, Camarillo | Camarillo | CA | 08/2025 | Present |
| Bownet Sports | Camarillo | CA | 03/2026 | 06/2026 |
| World Financial Group | Santa Barbara | CA | 07/2026 | Present |
| Your Ia | Camarillo | CA | 08/2026 | Present |
World Financial Group | Investment Related | 126 East Carrillo Street, Santa Barbara, CA 93101 | Insurance Sales | Agent | Independent Contractor | July 2026 | 10 hours per day during trading hours | 10 hours per day | Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
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