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24630 Washington Ave Suite 202, Murrieta, CA 92562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-18 |
Branch Locations
24630 Washington Ave Suite 202, Murrieta, CA 92562 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 02/2017 | 09/2018 |
| Unemployed | Menifee | CA | 06/2016 | 01/2017 |
| Bank Of America, N.A. | Carlsbad | CA | 01/2018 | 09/2018 |
| Athena Wealth Management | Temecula | CA | 08/2019 | Present |
| Unemployed | Menifee | CA | 10/2018 | 12/2018 |
| Ig Advisors Llc | Temecula | CA | 01/2019 | Present |
Sole Proprietor - Life, Disability and Fixed Annuity Insurance 31927 Feather Creek Dr. Menifee, CA 92584 Independent Insurance Agent January 29, 2019 2 hour a month No hours during security trading hours Providing multiple insurance carriers illustrations for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
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