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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-05 |
| CA | RA | APPROVED | 2014-12-16 |
Branch Locations
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Fresno | CA | 05/2008 | Present |
| Hennesay Financial & Insurance Services | Fresno | CA | 12/2011 | 11/2017 |
| Principal Life Insurance Company | Fresno | CA | 02/2014 | Present |
| Central Valley Strategic Wealth Management & Insurance Services | Fresno | CA | 11/2017 | Present |
**VARIOUS CARRIERS,2009-PRESENT. SELLS GROUP INSURANCE. **Fixed Insurance, Life, Annuities, 09/15/16. **CENTRAL VALLEY STRATEGIC WEALTH MANAGEMENT, INC POSITION: President NATURE: S corp being set up for expense purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1010 W. Alluvial Ave, Suite 111, Fresno CA 93711, United States DESCRIPTION: This S Corp is strictly for expense purposes only. No comp being paid to or out of this corporation. **CENTRAL VALLEY STRATEGIC WEALTH MANAGEMENT & INSURANCE SERVICES POSITION: Financial Advisor NATURE: Insurance, IAR services, Commission-based, Retirement Services, Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: 1010 W. Alluvial Ave, Suite 111, Fresno CA 93711, United States DESCRIPTION: Insurance, IAR services, Commission-based, Retirement Services, Financial Planning Only updating DBA because we are adding more financial advisors to our Team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-27 |
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