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21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
Branch Locations
21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2017 | 09/2020 |
| Barton Assocates Inc. | Tempe | AZ | 11/2016 | 02/2017 |
| Unemployed | Scottsdale | AZ | 03/2017 | 04/2017 |
| Unemployed | Sierra Vista | AZ | 08/2016 | 10/2016 |
| Cwm, Llc Dba Carson Partners | Scottsdale | AZ | 01/2021 | 09/2021 |
| Cetera Advisor Networks | Scottsdale | AZ | 12/2020 | 09/2021 |
| Pangea Wealth | Scottsdale | AZ | 12/2020 | 09/2021 |
| Versant Capital Management | Scottsdale | AZ | 10/2021 | 10/2023 |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 10/2023 | 05/2024 |
| Orion Portfolio Solutions | Omaha | NE | 06/2024 | 01/2025 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 02/2025 | 01/2026 |
| State Street Global Advisors Trust Company | Boston | MA | 02/2025 | 01/2026 |
| Unemployed | Phoenix | AZ | 02/2026 | 04/2026 |
| Peak Financial Planning | Canoga Park | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-24 |
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
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