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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
5029 La Mart Drive Suite F, Riverside, CA 92507 • United States
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, Riverside | Riverside | CA | 09/2013 | 03/2018 |
| Canyon Crest Country Club | Riverside | CA | 10/2013 | 05/2018 |
| Renaissance Wealth Management | Riverside | CA | 12/2017 | Present |
| Lpl Financial, Llc | Riverside | CA | 10/2017 | Present |
| Golden State Wealth Management, Llc | Riverside | CA | 03/2018 | Present |
1. 6/17/2019 - GOLDEN STATE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/18/2019 - GOLDEN STATE WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Administrative Associate - Started 3/2018 - 160 Hours Per Month - Time Spent 100% - I provide administrative services through Golden State Wealth Management LLC, an independent investment advisor firm. I started this business activity in June 2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 02/03/2026 - Renaissance Wealth Management - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/31/2025 - 160 hours per month/ 10 hours during trading - I provide investment advisory services thru Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-15 |
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