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Eureka, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-24 |
| WA | RA | APPROVED | 2017-03-02 |
| CA | RA | APPROVED | 2015-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eureka Financial Planners, Llc | Eureka | CA | 06/2015 | Present |
| Mitchell Grove | Eureka | CA | 02/2015 | Present |
| William Symons, Landlord | Eureka | CA | 05/2012 | Present |
| Will Symons, Sole Proprietor Insurance | Eureka | CA | 12/2011 | Present |
1. LANDLORD,433 MYRTLE AVE. EUREKA, CA 95501. WORKS 1 HOUR PER WEEK, NO TIME SPENT DURING MARKET HOURS. COMPENSATED VIA RENT RECEIVED. 2. MITCHELL GROVE, APPLE ORCHARD AND VENUE-4555 MITCHELL RD. EUREKA, CA- OWNER. WORKS 10 HOURS PER WEEK NO TIME SPENT DURING MARKET HOURS. COMPENSATION IS BASED ON RENT FROM VENUE AND APPLE SALES. START DATE 02/01/2014. 3. INSURANCE AGENT; EUREKA, CA; 5 HOURS PER MONTH, 2.5 DURING SECURITY TRADING, INSURANCE PRODUCTS AND SERVICES. START DATE 12/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-16 |
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