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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2022-11-17 |
| IL | RA | APPROVED | 2022-09-16 |
| LA | RA | APPROVED | 2022-09-16 |
Branch Locations
Scottsdale, AZ • United States
Chino Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors | Torrance | CA | 06/2017 | 02/2021 |
| Tax And Financial Group | Newport Beach | CA | 01/2017 | 04/2017 |
| California State University Fullerton | Fullerton | CA | 08/2015 | 05/2017 |
| Mariner Wealth Advisors | El Segundo | CA | 02/2021 | 02/2022 |
| Keep It Simple Financial Planning | Orange | CA | 03/2022 | 07/2022 |
| Origin Financial | Boston | MA | 06/2022 | 02/2025 |
| Cmg Financial Consulting | Scottsdale | AZ | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-19 |
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