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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
4921 Birch Street Suite 120, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Olympia | WA | 04/2024 | 03/2025 |
| Purus Wealth Management | Newport Beach | CA | 10/2022 | 11/2023 |
| Full-Time Student | Lake Forest | AR | 07/2014 | 06/2022 |
| Unemployed | Lake Forest | CA | 07/2022 | 09/2022 |
| Unemployed | Lake Forest | CA | 12/2023 | 03/2024 |
| Axxcess Wealth Management, Llc Dba Osprey Capital Partners Llc | Newport Beach | CA | 04/2025 | Present |
1) 07/15/2024 - Poshmark - online sale of personal clothing - online sale of personal clothing - CA 92630 - Non investment related - 2 Hours per month - Start date: 03/10/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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