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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
555 S. 13Th St. Unit J, Grover Beach, CA 93433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Grover Beach | CA | 02/1989 | 02/2023 |
| Farmers Financial Solutions, Llc | Grover Beach | CA | 09/2000 | 02/2023 |
| Unemployed | Grover Beach | CA | 02/2023 | 06/2023 |
| Commonwealth Financial Network | San Diego | CA | 06/2023 | Present |
| Coastal Wealth Financial | Grover Beach | CA | 06/2023 | Present |
1.Fixed insurance sales; as of 2/28/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Stacy A. Korsgaden Insurance Agency, Inc.; a private entity established to facilitate insurance business; as of 2/28/2023; 0% of time spent during business hours; Conducted at branch; Investment related. 3.Co-owner of rental properties located in Grover Beach and Fresno, CA; as of 1/01/1994; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Executor for the Last Will and Testament for Efren Duenas-Topeta; friend/non-client; as of 9/25/2023; 1% of time spent during business hours; Conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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