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Vallejo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Achievable Wealth, Llc | Vallejo | CA | 08/2016 | Present |
| Zeiders Inc | Fairfield | CA | 10/2017 | 08/2023 |
| My Secure Advantage | Fairfield | CA | 08/2023 | 12/2024 |
| Magellan Federal | Arlington | VA | 05/2025 | Present |
Personal Financial Counselor On-Call, Magellan Federal, less than 3% of time annually. Magellan Federal is a Civilian Government contractor providing behavioral counseling services to military personnel, Since 10/2017, Address: 2800 Shirlington Rd #350, Arlington, VA 22206
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-08 |
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