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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Tustin | CA | 09/2018 | 04/2020 |
| Michele Young | Tustin | CA | 02/2016 | 04/2020 |
| Securities America Advisors | Tustin | CA | 08/2019 | 04/2020 |
| Finance 500, Inc. | Irvine | CA | 04/2020 | 08/2021 |
| Securities America, Inc. | Irvine | CA | 09/2021 | 06/2023 |
| Securities America Advisors | Irvine | CA | 09/2021 | 06/2023 |
| Finance 500 Inc. | Irvine | CA | 07/2023 | 08/2024 |
| Stifel, Nicolaus & Company, Incorporated | Irvine | CA | 08/2024 | Present |
1. Phoebe Jaramillo; 10 Woodrush Irvine CA 92604; I am a life and health insurance agent in California; I am a licensed life and health insurance agent in California; I no longer have any clients, but do receive residual commission due to the commission structure; 01/31/2000; 0 hrs/year; Not during securities trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-03 |
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