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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-02 |
Branch Locations
10670 Civic Center Drive Suite 210, Rancho Cucamonga, CA 91730 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rancho Cucamonga | CA | 05/2011 | 04/2025 |
| Osaic Wealth, Inc. | Rancho Cucamonga | CA | 04/2025 | Present |
1. VINEYARD LITTLE LEAGUE POSITION: equipment manager NATURE: Board position on Vineyard Little League. My current position is equipment manager. Other duties include helping out the league with duties of the league such as planning day to day duties to keep the league running. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/01/2025 ADDRESS: 12223 Highland Ave, rancho Cucamonga CA 91739, United States DESCRIPTION: Hand out and collect equipment to team managers. order Equipment when needed. Be present for board meetings. 2. MAC MONEY WEALTH MANAGEMENT POSITION: owner NATURE: New DBA for current Sole Proprietorship. The DBA will be conducting fixed insurance and securities products. I plan on using this starting January 1, 2026. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 10670 Civic Center Drive, Suite 210, rancho Cucamonga CA 91730, United States DESCRIPTION: I am the owner of this business name. This is a marketing name for my fixed and securities business. 3. CORNERSTONE WEALTH MANAGEMENT POSITION: owner NATURE: Marketing name for my current sole proprietorship of Cornerstone Wealth management. I do plan on using this name at times. The nature of this business is DBA for my insurance and securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2025 ADDRESS: 10670 Civic Center Drive, suite 210, Rancho Cucamonga CA 91730, United States DESCRIPTION: Marketing name for my current sole proprietorship of Cornerstone Wealth management. I do insurance and securities with this name and I will be using this and my other DBA MAC money wealth management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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