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8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
1230 Rosecrans Ave, Suite 610, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Naples | FL | 01/2018 | 06/2019 |
| Jpmorgan Securities Llc | Naples | FL | 01/2018 | 06/2019 |
| University Of Arizona | Tucson | AZ | 08/2014 | 12/2017 |
| Modular Mining | Tucson | AZ | 08/2016 | 05/2017 |
| J.P Morgan | Phoenix | AZ | 06/2017 | 08/2017 |
| One Charles Private Wealth, Llc | Scottsdale | AZ | 07/2019 | 09/2020 |
| Tmd Wealth Management Llc | Scottsdale | AZ | 10/2020 | 12/2020 |
| Sagepoint Financial, Inc. | Manhattan Beach | CA | 01/2021 | 09/2023 |
| The Ameriflex Group | Manhattan Beach | CA | 01/2021 | Present |
| Osaic Wealth, Inc. | Manhattan Beach | CA | 09/2023 | 07/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Wealthfeed, Inc. | Segundo | CA | 01/2024 | Present |
1. WEALTHFEED, 222 N Pacific Coast Hwy, Fl 10, El Segundo CA 90245, United States, 11/04/2025, Founder, Technology services, NIR, 25 HR/MO - 15 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
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