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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-12 |
Branch Locations
30240 Rancho Viejo Rd; Ste A, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Laguna Niguel | CA | 04/2024 | 11/2025 |
| Us Bank | San Clemente | CA | 08/2021 | 04/2024 |
| Sas Retail Service Llc | San Clemente | CA | 10/2020 | 12/2020 |
| Marketsource | San Clemente | CA | 03/2019 | 04/2020 |
| Chicos Fas Inc | San Clemente | CA | 02/2019 | 03/2019 |
| Bemes Real Estate | Istanbul | 07/2017 | 01/2018 | |
| Unemployed | Istanbul | 04/2016 | 07/2017 | |
| Unemployed | San Clemente | CA | 01/2018 | 02/2019 |
| Unemployed | San Clemente | CA | 04/2020 | 10/2020 |
| Metya Tax | San Clemente | CA | 12/2020 | 05/2021 |
| Unemployed | San Clemente | CA | 05/2021 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Laguna Niguel | CA | 04/2024 | 11/2025 |
| Independent Financial Group, Llc | San Juan Capistrano | CA | 11/2025 | Present |
THE FINANCIAL MANN, INC. POSITION: Assistant NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2026 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: Data Entry, Clerical work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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