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Visalia, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Visalia | CA | 03/2000 | Present |
| Liberty Partners Financial Services, Llc | Mount Pleasant | SC | 04/2012 | Present |
| Fcg Wealth Management Llc | Visalia | CA | 03/2022 | Present |
| Modern Capital Advisors, Llc | Visilia | CA | 05/2012 | Present |
1)INDEPENDENT INSURANCE AGENT. 222 N. GARDEN ST STE 300 VISALIA CA. OWNER/AGENT SINCE 3/2000. FIXED/TRADITIONAL INSURANCE UNDER GIVEN NAME, NO DBA. NOT INVESTMENT RELATED. APPROX 60 HRS/MONTH 2)FCG WEALTH MANAGEMENT 222 N. GARDEN ST, SUITE 300, VISALIA, CA, SOLE PROPRIETOR, DBA NAME FOR Registered Investment Advisor, INV-RELATED, START 07/2022, 160 HRS/MO, ALL TRADING HRS Life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-14 |
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