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Detailed Report
Kurtis Michael DeSousa
CRD#: 7399811
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Investment Adviser
WEST WEALTH GROUP, LLCCRD#: 316644 2 PARK PLAZA
SUITE 280
IRVINE, CA 92614
Registration History
202120222023202420252026IAWEST WEALTH GROUP, LLC (CRD# 316644)2021 - Present (3 years)IACOOPER MCMANUS (CRD# 111458)2021 - 2022 (<1 year)
License(s)

State Registrations

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California 10/29/2021
Current Registration(s)
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WEST WEALTH GROUP, LLC (CRD#:316644)
2 PARK PLAZA SUITE 280, IRVINE, CA 92614
Registered with this firm since 10/29/2021
Previous Registration(s)
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 07/30/2021 - 01/03/2022 COOPER MCMANUS (CRD#:111458) Irvine, CA
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.