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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-19 |
| NV | RA | APPROVED | 2025-11-19 |
Branch Locations
550 W. Orangethorpe Ave. Suite A, Placentia, CA 92870 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Marketing, Inc. | Fresno | CA | 03/1992 | 03/2021 |
| Caring Heart Residential Living, Inc. | Fresno | CA | 12/2004 | Present |
| Townsend Properties, Inc. | Fresno | CA | 06/2010 | Present |
| Innovative Advisors, Inc. | Fresno | CA | 05/2010 | Present |
| Loving Care Residential Living, Inc. | Fresno | CA | 01/2014 | Present |
| Crown Capital Securities, L.P. | Orange | CA | 04/2017 | 12/2020 |
| Western International Securities, Inc. | Pasadena | CA | 01/2021 | 12/2023 |
| Innovative Advantage, Inc. | Las Vegas | NV | 01/2020 | Present |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 11/2025 | Present |
(1) START DATE 12/2004 I DEVOTE 20 HRS/MO AS LICENSEE/LANDLORD FOR CARING HEART RESIDENTIAL LIVING, INC.; NON-INVESTMENT RELATED; MY DUTIES ARE FINANCIAL OVERSIGHT OF RESIDENTIAL CARE FACILITY FOR ELDERLY. BUSINESS LOCATION: 2865 PRESCOTT, CLOVIS, CA 93619. (2) START DATE 12/2004, I'M A REAL ESTATE BROKER FOR TOWNSEND PROPERTIES, INC.; THIS ACTIVITY IS INVESTMENT RELATED, ALTHOUGH I MAINTAIN MY LICENSE, MY ONLY TRANSACTIONS ARE PERSONAL OR FOR FAMILY MEMBERS. BUSINESS LOCATION: 1628 E. El Paso - Fresno, CA 93720. (3) START DATE 01/2014, I DEVOTE 10 HRS/MO AS LICENSEE FOR LOVING CARE RESIDENTIAL LIVING, INC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE FINANCIAL OVERSIGHT OF RESIDENTIAL CARE FACILITY FOR ELDERLY. BUSINESS LOCATION: 8383 E. PAUL AVE., CLOVIS, CA 93619. (4)START DATE 05/2010, I DEVOTE 20 HRS/MONTH AS INDEPENDENT CONTRACTOR/RECRUITING CONSULTANT FOR INNOVATIVE ADVISORS, INC., INNOVATIVE ADVANTAGE INSURANCE SERVICES. THIS IS INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE TRAINING INSURANCE AGENTS TO MARKET PRODUCTS. BUSINESS LOCATION: 10620 SOUTHERN HIGHLANDS PARKWAY #110, LAS VEGAS, NV 89141. (5)START DATE 01/2020, I DEVOTE 50 HOURS/MONTH AS A RECRUITING CONSULTANT FOR INNOVATIVE ADVANTAGE, INC. THIS IS INVESTMENT RELATED AND MY DUTIES INCLUDE TRAINING INSURANCE AGENTS TO MARKET PRODUCTS. BUSINESS LOCATION IS 10620 SOUTHERN HIGHLANDS PARKWAY #110, LAS VEGAS, NV 89141. (6)START DATE 11/2024, I DEVOTE 1 HOUR/MONTH TO OLYMPIA RIDGE COMMUNITY ASSOCIATION. THIS IS NOT INVESTMENT RELATED AND MY DUTIES INCLUDE ATTENDING A BOARD MEETING FOR MY HOMEOWNERS ASSOCIATION EVERY TWO MONTHS. BUSINESS LOCATION IS 11411 SOUTHERN HIGHLANDS PARKWAY, LAS VEGAS, NV 89141. (7)START DATE 12/2004, I DEVOTE LESS THAN 1 HOUR PER MONTH TO 'TO WHOM HONOR IS DUE' SENIOR CARE CONSULTING. THIS IS NOT INVESTMENT RELATED AND MY DUTIES CONSIST OF ATTENDING ONE BOARD MEETING PER YEAR. BUSINESS LOCATION IS 10013 E. McKINLEY AVENUE, SANGER, CA 93657.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-13 |
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