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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-22 |
| CA | RA | APPROVED | 2007-09-27 |
Branch Locations
23046 Avenida De La Carlota Suite 600, Laguna Hills, CA 92653 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
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 |
|---|---|---|---|---|
| John Limpert Financial & Insurance Services, Inc. (Dba) | La Guna Hills | CA | 10/2000 | Present |
| Brokers International Financial Services | Laguna Hills | CA | 09/2007 | Present |
1) INDEPENDENT INSURANCE AGENT;YES;202 AVENIDA BAJA SAN CLEMENTE, CA 92672;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;9/2007;148;148;SALES OF FIXED INSURANCE PRODUCTS 2) LIMPERT TAX SOLUTIONS;NO;202 AVENIDA BAJA SAN CLEMENTE, CA 92672;TAX PREP;OWNER;2/1/2005;0;0;DBA FOR TAX PREP, REP DOES NOT PROVIDE TAX PREP, HANDLED BY TAX PROFESSIONAL 3) JOHN LIMPERT FINANCIAL AND INSURANCE SERVICES, INC.;YES;202 AVENIDA BAJA SAN CLEMENTE, CA 92672;DBA;OWNER;1/1/2002;160;160;DBA FOR INSURANCE AND SECURITIES SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-15 |
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