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1762 Technology Drive Suite 128, San Jose, CA 95110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2001-04-10 |
Branch Locations
1762 Technology Drive Suite 226, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen Financial | San Jose | CA | 01/2001 | Present |
| Eindividualhealth Insurance Services, Inc. | San Jose | CA | 07/2009 | Present |
| Lpl Financial, Llc | San Jose | CA | 02/2012 | 02/2018 |
| Filice Retirement Services | San Jose | CA | 01/2001 | Present |
(1) 02/23/2012: JENSEN FINANCIAL SERVICES - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR: FILICE RETIREMENT SERVICES - 44% OF TIME SPENT (2) 07/10/2013: FILICE RETIREMENT SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (3) 04/27/2015: B&R PROPERTIES, LLC - INV REL - 3024-3030 COVINGTON PIKE, MEMPHIS, TN 38018 & 2762-2780 BARLETT AVE, BARLETT, TN 38018 - REAL ESTATE RENTAL - START 07/20/2007 - 80 HR/MO 5 DURING SECS TRDG HRS - CO-OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-07 |
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