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260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-22 |
Branch Locations
260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Havasu Rentals | Santa Ana | CA | 03/2011 | Present |
| Crossmark Financial Corp. (Ca2668) | Tustin | CA | 03/2003 | Present |
| Lifetime Financial, Inc. | Newport Beach | CA | 06/2026 | Present |
| Lifetime Financial, Inc. | Newport Beach | CA | 11/2024 | 11/2025 |
1.) Commissions from Mortgage brokering. 2.) Manage my personal short term rental properties as an outside business practice not associated to Lifetime Financial or Lifetime Paradigm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
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