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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-23 |
Branch Locations
1295 Corona Pointe Court Suite 101, Corona, CA 92879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence Wealth Planning | Corona | CA | 05/2024 | Present |
| Comerica Bank | San Juan Capistrano | CA | 09/2023 | 05/2024 |
| Wells Fargo | Newport Coast | CA | 03/2022 | 07/2023 |
| Mission Loans Llc | Irvine | CA | 08/2021 | 01/2022 |
| Autonation Chevrolet North | Denver | CO | 09/2020 | 07/2021 |
| Credit Union Of Denver | Lakewood | CO | 07/2019 | 09/2020 |
| Comedy Works | Denver | CO | 10/2018 | 08/2019 |
| Commonground | Denver | CO | 05/2018 | 08/2018 |
| Tampa Bay Rays | Tampa Bay | FL | 06/2015 | 03/2018 |
| Lpl Financial Llc | Corona | CA | 04/2024 | 07/2025 |
| Mariner Independent | Overland Park | KS | 03/2025 | 07/2025 |
| Osaic Wealth, Inc. | Corona | CA | 07/2025 | Present |
1) 03/25/2025 - MARINER INDEPENDENT ADVISOR NETWORK, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/12/2025 - 160 Hrs/Mth - 8 Hrs During Trading - I provide investment advisory services through Mariner Independent Advisor Network, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for moe information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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