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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-03 |
| CA | RA | APPROVED | 2007-08-30 |
Branch Locations
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
El Sobrante, CA • 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 |
|---|---|---|---|---|
| American Investors Company | San Ramon | CA | 12/2002 | Present |
| Paula J. Rose | San Rafael | CA | 09/1997 | Present |
PAULA J. ROSE-INSURANCE AGENT; NOT INVESTMENT-RELATED; 1050 NORTHGATE AVE., #333, SAN RAFAEL, CA 94903; LIFE INSURANCE SALES; START DATE 9/1997; 1 HOUR/MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-29 |
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