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100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Costa Mesa | CA | 01/2024 | 11/2025 |
| Massmutual Life Insurance Company | Costa Mesa | CA | 08/2022 | 11/2025 |
| Kevin Beach State Farm | San Diego | CA | 08/2020 | 07/2022 |
| University Of California, Riverside | Riverside | CA | 02/2019 | 06/2021 |
| University Of California, Riverside | Riverside | CA | 08/2017 | 06/2021 |
| Canyonside Baseball And Softball | San Diego | CA | 01/2016 | 10/2018 |
| Signature Resources Capital Management, Llc | Newport Beach | CA | 11/2025 | Present |
| Lashkari Wealth Management, Llc | Costa Mesa | CA | 02/2025 | 05/2026 |
| American United Life | Newport Beach | CA | 11/2025 | Present |
| Oneamerica Securities | Newport Beach | CA | 05/2026 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-01 |
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