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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED_RES | 2023-10-27 |
| CA | RA | APPROVED | 2016-10-21 |
Branch Locations
9595 Wilshire Blvd, Suite 900, Beverly Hills, CA 90212 • United States
1500 Rosecrans Avenue, Suite 500, Manhattan Beach, CA 90266 • United States
3780 Kilroy Airport Way, Suite 200, Long Beach, CA 90806 • United States
400 Corporate Pointe, Ste 300, Culver City, CA 90230 • United States
100 Oceangate Suite 1200, Long Beach, CA 90802 • United States
19200 Von Karman Ave Suite 400, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Beverly Hills | CA | 10/2016 | Present |
| Platinum Life | Beverly Hills | CA | 01/2012 | Present |
| Platinum Wealth Advisors | Beverly Hills | CA | 11/2016 | Present |
| American Retirement Education Services/ Retire 123 | Corona | CA | 04/2018 | Present |
1) Platinum Life, Investment Related, 9595 Wilshire Blvd, Suite 900, Beverly Hills CA, 90212, Insurance Sales, Owner/CEO, Start Date: 01/2012 , Hours Dedicated: Approx. 60 hours/month (50 hours/month during trading hours) Duties: Independently sell Insurance, Annuities and Life Insurance 2) Platinum Wealth Advisors (DBA for IA) Investment Related, 9595 Wilshire Blvd, Suite 900, Beverly Hills CA, 90212, retirement planning and consulting, Owner/ officer director, November 2016, 145 hrs/month 145 during trading. Retirement planning and consulting 3) American Retirement Education Services/ Retire 123, Investment Related, 9595 Wilshire Blvd, Suite 900, Beverly Hills CA, 90212, financial education, Officer Owner Director, Start date: 04/2018, hours dedicated: 20 hrs/month (Zero during trading hours); lesson planning an lecturing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-07 |
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