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Current Employers
Mosley Wealth Management, Inc.

2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-21
  • CA RA
    APPROVED
    Since 2026-04-21

Branch Locations

9820 Willow Creek Road, San Diego, CA 92131 • United States

2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Palos Verdes High School Palos Verdes Estates CA 09/2016 06/2020
University Of Oregon Eugene OR 09/2020 04/2024
Guardian Life Insurance Company San Diego CA 05/2024 04/2026
Park Avenue Securities San Diego CA 09/2024 04/2026
Mosley Wealth Management San Diego CA 04/2026 Present
  • 09/2016 → 06/2020
    Palos Verdes High School
    Palos Verdes Estates, CA
  • 09/2020 → 04/2024
    University Of Oregon
    Eugene, OR
  • 05/2024 → 04/2026
    Guardian Life Insurance Company
    San Diego, CA
  • 09/2024 → 04/2026
    Park Avenue Securities
    San Diego, CA
  • 04/2026 → Present
    Mosley Wealth Management
    San Diego, CA
Previous Registrations
Other Businesses

Mosley Insurance & Financial Services, Inc., insurance sales, insurance agent, start date April 2026.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-01
  • S66 Uniform Combined State Law Examination
    2025-02-01

View on SEC IAPD

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