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1782 Orange Tree Lane, Redlands, CA 92374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mira Costa College | Oceanside | CA | 06/2016 | 12/2016 |
| California State Polytechnic University | Pomona | CA | 01/2017 | 08/2017 |
| California State Polytechnic University Rock Wall | Pomona | CA | 09/2017 | 06/2018 |
| Unemployed-Break After Graduating | Redlands | CA | 07/2018 | 08/2018 |
| Gourmet Pizza Shoppe | Redlands | CA | 08/2018 | 03/2019 |
| Judith M. Strutz General Dentist | San Bernardino | CA | 10/2018 | 12/2018 |
| Aroi Mak Mak Restaurant | Redlands | CA | 04/2019 | 08/2019 |
| San Bernardino City Unified School District | San Bernardino | CA | 08/2019 | 03/2020 |
| Caprice Cafe | Redlands | CA | 01/2020 | Present |
| Packinghouse Christian Academy | Redlands | CA | 09/2020 | 06/2024 |
| Kwb Wealth | Redlands | CA | 06/2024 | 04/2025 |
| Lpl Financial | Redlands | CA | 06/2024 | 04/2025 |
| Kwb Wealth | Redlands | CA | 04/2025 | Present |
| Kwb Wealth | Redlands | CA | 04/2025 | Present |
| Lpl Financial | Redlands | CA | 04/2025 | Present |
1. 11/22/2024- KWB Wealth- DBA for LPL Business (entity for LPL business)- Investment Related- At Reported Business Location (s)- Start Date 06/01/2024 - 160 Hours Per Month - 5 Hrs during Trading 2. 11/22/2024 - Caprice Cafe - Outside/W-2 Employment - St Redlands CA - Not Investment Related - Start Date 02/02/2020 - 160 Hours Per Month - 5 Hrs during Trading. 3) 06/26/2025 - KWB Wealth - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:04/30/2025 - 160 Hrs/Mth - 100 Hrs During Trading. 4) 06/26/2025 - KWB Wealth - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:06/17/2024 - 160 Hrs/Mth -5 Hrs During Trading.I provide investment advisory services through KWB Wealth, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more 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 | 2025-04-30 |
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