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1762 Technology Drive Suite 128, San Jose, CA 95110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-03-13 |
Branch Locations
1762 Technology Drive Suite 128, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen Financial Services, Inc. | San Jose | CA | 01/2007 | Present |
| Lpl Financial | San Jose | CA | 02/2012 | 03/2023 |
(1) 07/15/2022 - Jensen Financial Services - DBA: Filice Retirement Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date - 02/23/2012 - 20 Hours Per Month/4 Hours During Securities Trading - I provide financial planning and consulting services through Filice Retirement Services, an independent investment advisor firm. I started this business activity in 02/2012. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (2) 07/19/2013 - DBA ONLY - FILICE RETIREMENT SERVICES - SAN JOSE, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-30 |
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