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2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-21 |
Branch Locations
2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 06/2023 | 04/2026 |
| Wells Fargo Bank, Na | Newport Beach | CA | 06/2022 | 04/2026 |
| Wells Fargo Bank, Na | Portland | OR | 06/2022 | 06/2023 |
| Unemployed | Portland | OR | 01/2022 | 06/2022 |
| Churned Creamery | Irvine | CA | 08/2021 | 12/2021 |
| Woodbridge Highschool | Irvine | CA | 08/2018 | 06/2022 |
| Lakeside Middle School | Irvine | CA | 08/2016 | 06/2018 |
| Mosley Wealth Management | Anaheim | CA | 04/2026 | Present |
Mosley Insurance & Financial Services, Inc., insurance sales, insurance agent, start date April 2026. Samantha Morton is also associated with Mosley Legacy Planning, LLC, an affiliated of Mosley Wealth Management, Inc. This is a referral partner for the purpose of referring clients to third-party estate planning service providers, including Wealth.com for wills, trusts, and other estate planning solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-03 |
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