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2333. San Ramon Valley Boulevard Suite 250, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED_RES | 2023-03-23 |
| LA | RA | APPROVED | 2021-11-17 |
Branch Locations
2333. San Ramon Valley Boulevard Suite 250, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Secure Retirement Financial & Insurance Services Corp. | San Ramon | CA | 01/2004 | Present |
LICENSED INSURANCE AGENT OFFERING INSURANCE PRODUCTS, INCLUDING ANNUITIES, LONG-TERM CARE AND LIFE INSURANCE. NOT INVESTMENT RELATED, 5 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-23 |
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