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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-10-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Newport Beach | CA | 12/2010 | Present |
| Golden State Wealth Management, Llc | South Coast Metro | CA | 06/2016 | Present |
1. 12/17/2010: NON-VARIABLE INSURANCE DBA - FINANCIAL ADVISOR SELLING LIFE INSURANCE (TERM, VUL AND UL POLICIES). - NEWPORT BEACH, CA. 2. 5/29/2013: OTHER-FOR ACCOUNTING PURPOSES ONLY - KING WEALTH MANAGEMENT, INC. - NEWPORT BEACH, CA. 3. 11/25/2014 - GOLDEN STATE WEALTH MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 5 HOURS PER MONTH - IRVINE, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-29 |
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