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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | Visalia | CA | 01/1990 | 05/2019 |
| Farmers Financial Solutions, Llc | Visalia | CA | 09/2000 | 05/2019 |
| Principal Life Insurance Company | Visalia | CA | 05/2019 | 07/2023 |
| Principal Securities Inc | Visalia | CA | 05/2019 | 07/2023 |
| Jansma Financial And Insurance Services | Visalia | CA | 09/2019 | Present |
| Commonwealth Financial Network | San Diego | CA | 07/2023 | Present |
1.Fixed insurance sales; as of 2/8/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Jansma Enterprises, Inc.; an entity created for the purpose of managing real estate in Visalia, CA, as of 1/01/2019; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-02 |
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