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Fair Oaks, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Roseville | CA | 05/2019 | 12/2022 |
| Cjl Tax & Accounting | Fair Oaks | CA | 07/2011 | 12/2020 |
| California Earthquake Authority | Sacramento | CA | 11/2016 | 01/2017 |
| Cjl Quantum Financial Services, Inc. | Fair Oaks | CA | 01/2021 | 12/2022 |
| Cjl Quantum Financial Services, Pc | Fair Oaks | CA | 01/2023 | Present |
| Knights Of Columbus, Insurance | Fair Oaks | CA | 01/2023 | 10/2023 |
| Cjl Quantum Analytics, Llc | Fair Oaks | CA | 01/2024 | Present |
| Catholic Order Of Foresters | Fair Oaks | CA | 02/2024 | Present |
CJL QUANTUM FINANCIAL SERVICES, PC, NOT INVESTMENT RELATED, FAIR OAKS, CA 95628, SHAREHOLDER/PRESIDENT, 80 HOURS PER MONTH (40 HOURS PER MONTH DURING SECURITIES TRADING HOURS) CATHOLIC ORDER OF FORESTERS, NON-INVESTMENT RELATED, LIFE INSURANCE SALES AS A FRATERNAL AGENT. START DATE: 02/2024, 20 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-29 |
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