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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-07-28 |
| CA | RA | APPROVED | 2025-12-03 |
Branch Locations
215 N Arlington Heights Rd Suite 100, Arlington Heights, IL 60004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Arlington Heights | IL | 05/1999 | Present |
| Farmers Financial Solutions, Llc | Arlington Heights | IL | 03/2009 | Present |
| Team Usa Mortgage | Arlington Heights | IL | 08/2023 | Present |
| Jeffrey R Mauritzen Insurance Agency Dba 3 Point Financial | Arlington Heights | IL | 08/2023 | Present |
| Farmers Asset Management, Llc | Westlake Village | CA | 09/2025 | Present |
TEAM USA MORTGAGE POSITION: Mortgage Loan Originator NATURE: Mortgage loan origination INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2023 ADDRESS: Arlington Heights IL 60004, United States DESCRIPTION: Originating mortgage loans for home purchases and refinancing. 3 POINT FINANCIAL POSITION: Insurance Agent NATURE: Small to mid size group health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2023 ADDRESS: Arlington Heights IL 60004, United States DESCRIPTION: Agent supervising sub producers RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/08/2024 ADDRESS: Cape Coral FL 33904, United States DESCRIPTION: Owner of property. Management company handles a majority of daily activities. JEFFREY R MAURITZEN INS AGENCY DBA 3 POINT FINANCIAL POSITION: Agency Owner NATURE: Added a DBA to my S-Corp Jeffrey R Mauritzen Ins Agency INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2023 ADDRESS: Arllington Heights IL 60004, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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