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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED_RES | 2020-09-17 |
| CA | RA | APPROVED | 2020-02-27 |
Branch Locations
6460 E Pacific Coast Hwy Ste 223, Long Beach, CA 90803 • United States
18800 Von Karman Ste B [Satellite], Irvine, CA 92612 • United States
170 Green Valley Pkwy Suite 220 [Satellite}, Henderson, NV 89052 • United States
595 Humboldt St Ste 200, Reno, NV 89509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caerus Investment Advisors, Llc | San Francisco | CA | 08/2016 | 01/2020 |
| Wells Fargo Advisors Financial Network, Llc | Long Beach | CA | 01/2020 | Present |
GAMEPLAN CAPITAL LLC; INV RELATED; DANA POINT, CA; 50% OWNERSHIP; START DATE 6/24/2024; 1 HOUR PER MONTH; 0 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-18 |
| S66 | Uniform Combined State Law Examination | 2015-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 1999-02-24 |
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