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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-12 |
Branch Locations
432 Security Blvd. Ste. 101, Green Bay, WI 54313 • United States
1661 Hanover Road Suite 203, City Of Industry, CA 91748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Alliance Insurance | Arcadia | CA | 02/2008 | Present |
| Foresters Equity Services, Inc | Arcadia | CA | 09/2009 | 10/2018 |
| Packerland Brokerage Services | Green Bay | WI | 10/2018 | Present |
(1) UNITED ALLIANCE INSURANCE SERVICES; NON-INVESTMENT RELATED; 19720 E WALNUT DR SOUTH #205, WALNUT CA 91789; INSURANCE SALES; 35 HRS/WEEK; STARTED 3/04/2008; AGENT TRAINING & RECRUITING, PERSONAL SALES. (2) WINDSOR INSURANCE ASSOCIATES, INC., NON-INVEST RELATED; 20301 VENTURA BLVD, #225, WOODLAND HILLS, CA 91365; INSURANCE SALES; STARTED 12/2009 35 HRS/WK; WINDSOR INSURACE IS A MASTER GA, MOST OF MY FIXED LIFE PRODUCTS GO THROUGH WINDSOR, SUCH AS METLIFE, JOHN HANCOCK, LINCOLN NATIONAL, ING, PRU, TRANSAMRICA, ..., ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-30 |
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