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Porter Ranch, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-06 |
| CA | RA | APPROVED | 2021-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Advisors | Burbank | CA | 06/2016 | 10/2017 |
| Gold Coast Securities, Inc. | Burbank | CA | 10/2016 | 09/2017 |
| Medtronic, Llc | Northridge | CA | 11/2015 | 10/2016 |
| Npb Financial Group, Llc | Burbank | CA | 10/2017 | 06/2019 |
| Npb Financial Group, Llc | Burbank | CA | 10/2017 | 06/2019 |
| All One Wealth, Llc | West Hollywood | CA | 04/2019 | Present |
| Create Wealth Management, Llc | Porter Ranch | CA | 06/2021 | Present |
1.Paradigm Shift Trading, Inc. -- Not Investment Related -- Located at: 11337 Reseda Blvd. Porter Ranch, CA 91326, Nature: Educational Program/Mentorship Program -- Title: Owner and CEO -- Start Date: 10/1/2020 -- Hours/Month: 20 -- Trading Hours/Month: 10 -- Statement: PST is intended to provide educational and mentorship services related to systematic trading, and guide users to develop their own system. 2. ALL ONE WEALTH, LLC; INVESTMENT-RELATED; 120 LA CRESCENTA DR. CAMARILLO, CA 93010; REGISTERED INVESTMENT ADVISER; MANAGING MEMBER & INVESTMENT ADVISER REPRESENTATIVE; PROVIDE INVESTMENT ADVISORY SERVICES. 3. CREATE WEALTH MANAGEMENT, LLC; INVESTMENT-RELATED; 11337 RESEDA BLVD, PORTER RANCH, CA 91326; REGISTERED INVESTMENT ADVISER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; START 06/2021; PROVIDE INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-13 |
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