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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-18 |
Branch Locations
411 30Th Street 2Nd Floor, Oakland, CA 94609 • 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 |
|---|---|---|---|---|
| Liberty Group, Llc | Oakland | CA | 08/2004 | 08/2020 |
| Ae Financial Services, Llc | Topeka | KS | 08/2020 | 09/2024 |
| Liberty Wealth Management, Llc | Oakland | CA | 05/2018 | Present |
| Lifetime Planning Marketing, Inc. | Oakland | CA | 08/2004 | Present |
Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 08/2004 Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours Name of outside business or organization: East Bay Flag Football (EBFF) Address: 6010 Zinn Dr, Oakland, CA 94611 Title: Founder & President Description of outside business or organization: Non-profit flag football club for kids. Description of duties or responsibilities: Responsible for guiding the growth and direction of the organization. Start date: 04/2013 Hours devoted to OBA monthly: 0 during trading hrs. / 2-10 during non-trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-27 |
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