Best Investors Account Sign in
Inactive

Mickey Sakata

Newfront Retirement Services, Inc.

Alpine Meadows, CA

San Mateo, CA

Claim This Profile
Current Employers
Newfront Retirement Services, Inc.

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-07
  • CA RA
    APPROVED
    Since 2023-08-07

Branch Locations

Alpine Meadows, CA • United States

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Concord CA 06/2014 02/2021
Oneamerica Indianapolis IN 06/2014 02/2021
Three Bell Capital Llc Los Altos CA 03/2021 08/2023
Newfront Retirement Services, Inc. San Francisco CA 08/2023 Present
Abd Insurance & Financial Services, Inc. San Mateo CA 08/2023 Present
  • 06/2014 → 02/2021
    American United Life
    Concord, CA
  • 06/2014 → 02/2021
    Oneamerica
    Indianapolis, IN
  • 03/2021 → 08/2023
    Three Bell Capital Llc
    Los Altos, CA
  • 08/2023 → Present
    Newfront Retirement Services, Inc.
    San Francisco, CA
  • 08/2023 → Present
    Abd Insurance & Financial Services, Inc.
    San Mateo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-24
S63 Uniform Securities Agent State Law Examination 1996-09-12
  • S65 Uniform Investment Adviser Law Examination
    2021-08-24
  • S63 Uniform Securities Agent State Law Examination
    1996-09-12
Other Names
  • Miki Sakata
  • Mickey Sakata
  • Mickey Sakata
  • Mickey Sakata Pinguelo

View on SEC IAPD

More in Alpine Meadows, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor