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515 Marin Street Suite 418, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-12-01 |
Branch Locations
515 Marin Street Suite 418, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake Village | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 11/2016 | 09/2018 |
| Lpl Financial | Thousand Oaks | CA | 09/2018 | 11/2023 |
| Lpl Financial | Thousand Oaks | CA | 09/2018 | 11/2023 |
| Longevity Capital Management | Thousand Oaks | CA | 08/2018 | Present |
1) TERRI ANN MCGRAY; INVESTMENT RELATED; 515 MARIN STREET, SUITE 418, THOUSAND OAKS, CA 91360; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 05/1989; APPROX. 3 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) TERRI ANN MCGRAY; NON-INVESTMENT RELATED; 515 MARIN STREET, SUITE 418, THOUSAND OAKS, CA 91360; BOOK PUBLICATIONS; AUTHOR; 06/2019; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; AUTHOR OF THE RETIRE RIGHT SERIES OF BOOKS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-25 |
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