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9870 Research Drive, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-02 |
Branch Locations
1255 Treat Blvd, Suite 300, Walnut Creek, CA 94597 • United States
9870 Research Drive, Irvine, CA 92618 • United States
6200 Antioch Street, Oakland, CA 94611 • United States
2700 E Foothill Blvd, Ste 306, Pasadena, CA 91107 • United States
999 5Th Avenue #200, San Rafael, CA 94901 • United States
4195 E. Thousand Oaks Blvd, Ste 125, Westlake Village, CA 91362 • United States
200 Auburn Folsom Rd., Ste 101, Auburn, CA 95603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 03/2020 | 08/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2022 | Present |
| Grand Canyon University | Phoenix | AZ | 08/2014 | 05/2017 |
| Lindsey & Lindsey Wealth Management | Westlake Village | CA | 02/2020 | Present |
| Lindsey & Lindsey Wealth Management | Westlake Village | CA | 06/2017 | 06/2019 |
| Premier Financial Search | Agoura Hills | CA | 06/2019 | 02/2021 |
| Cooper Mcmanus | Irvine | CA | 01/2024 | Present |
1. ASCENT WEALTH MANAGEMENT, 4195 E. Thousand Oaks Blvd, Suite 125, Westlake Village CA 91362, United States, 05/2026, Advisory Associate, Marketing, INV REL, 173 HR/MO - 97 HR/MO TRADING 2. LINDSEY & LINDSEY WEALTH MANAGEMENT, 4195 E. Thousand Oaks Blvd, Suite 125, Westlake Village CA 91362, United States, 05/2026, Advisory Associate, Marketing, INV REL, 173 HR/MO - 97 HR/MO TRADING 3. COOPER MCMANUS, 9870 Research Drive, Irvine CA 92618, United States, 05/2026, Advisory Associate, RIA Affiliation - other than CIRA, INV REL, 80 HR/MO - 80 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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