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1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-20 |
| TX | RA | APPROVED_RES | 2022-09-28 |
Branch Locations
1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
6200 Pegasus Dr. Suite 11, Riverside, CA 92503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Mix Insurance & Finanical Service | Riverside | CA | 08/2010 | Present |
| First Advisors National, Llc | Atlanta | GA | 01/2013 | 09/2020 |
| Cpr Investments Inc. | Rochester | MI | 09/2020 | Present |
| Kaiser Permanente | Riverside | CA | 05/1998 | 09/2022 |
(1) SELF EMPLPYED INSURANCE AGENT / TAX PREP/Notary Public, RIVERSIDE PRODUCTS,PART-TIME OR FULL TIME, FOR VARIOUS COMPANIES, CA, 10/2010, 25 HRS/WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-06 |
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