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1777 Botelho Dr. Suite 105, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-18 |
Branch Locations
1777 Botelho Dr. Suite 105, Walnut Creek, CA 94596 • United States
1700 Standiford Ave Suite 380, Modesto, CA 95350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advisers Of America, Llc | Carlsbad | CA | 07/2011 | 07/2018 |
| Financial Advisers Of America, Llc | Carlsbad | CA | 07/2011 | 07/2018 |
| J.W. Cole Financial, Inc. | Modesto | CA | 05/2013 | 07/2018 |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | 07/2018 |
| Modesto City School District | Modesto | CA | 08/1988 | Present |
| Private Client Services | Modesto | CA | 07/2018 | Present |
| Castle Rock Wealth Management Llc | Walnut Creek | CA | 07/2018 | Present |
1) TEACHER. 426 LOCUST ST. SPECIAL EDUCATION TEACHER. 160 HOURS/MO; 100 DURING TRADING HOURS. 2) Voya - Insurance Sales - Insurance Agent - PO Box 617, Des Moines, IA 50303 - 8 hours/month. 3) Great American Insurance Group - Insurance Sales - Insurance Agent - PO Box 5425, Cincinnati, OH 45201 - 2 hours/month. 4) Castle Rock Wealth Management. 1777 Botelho Dr, Ste 105, Walnut Creek, CA 94596. RIA - Investment Advisory. IAR. 40 hours/mo; 5 during trading hours. 5) Insurance Sales. Voya/Relistar Life Insurance Co. 403B, Independent Agent Fixed/Variable Annuities. 1 hr/mo;1 during trading hrs. 6) Senior Advocacy Network. 821 13th St, Ste A, Modesto, CA 95354. The organization helps seniors in need of legal assistance who cannot afford traditional legal services. Board member. 1 hr/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
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