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31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers | Simi Valley | CA | 10/2001 | Present |
| Partnervest Advisory Services, Llc | Brentwood | CA | 11/2004 | 04/2019 |
| Alliance Advisory & Securities, Inc. | Westlake Village | CA | 04/2019 | Present |
SILVER CARE MEDICARE ADVANTAGE PLANS- INDEPENDENT INSURANCE AGENT, SELLS MEDICARE PLANS TO SENIOR RETIREES, LEADS PROVIDED BY SILVER CARE. APPROX 1 HRS PER MONTH. HOURS MAY VARY. APPLIED GENERAL AGENCY - INDEPENDENT INSURANCE AGENT, SELLS MEDICARE PLANS TO SENIOR RETIREES. APPROX 1 HRS PER MONTH. HOURS MAY VARY. SCOTT CAPITAL GROUP - LOAN OFFICER , UNDERWRITE HOME LOANS. APPROX 4 HRS PER MONTH . HOURS MAY VARY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-03 |
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