Garden Grove, CA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Benjamin is a member of Jade Stone Properties LLC (family residential real estate) and Building Trades Network (non-profit construction trades networking group), requiring minimal time. Benjamin also works as an agent for QX Financial, dedicating nearly full-time hours to selling various insurance products and annuities, and owns Merlin Financial Services, dedicating about 10-20% of his time to delivering online training courses and support services to financial service professionals.