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Christopher James Call

Newfront Retirement Services, Inc.

San Mateo, CA

Piedmont, CA

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Current Employers
Newfront Retirement Services, Inc.

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-12-03
  • CA RA
    APPROVED
    Since 2014-12-03

Branch Locations

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Piedmont, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abd Insurance And Financial Services, Inc. San Mateo CA 07/2012 Present
Newfront Retirement Services, Inc. San Francisco CA 05/2013 Present
Previous Registrations
  • 2012-07-25 → 2014-12-01
    Financial Telesis Inc
    San Francisco, CA
    San Rafael, CA
    San Mateo, CA
  • 2010-01-25 → 2012-07-23
    Wells Fargo Insurance Services Investment Advisors, Inc.
    San Francisco, CA
    San Francisco, CA
    Charlotte, NC
  • 2005-07-05 → 2009-12-31
    Wells Fargo Insurance Services Investment Advisors, Inc.
    Petaluma, CA
    Walnut Creek, CA
    Redwood City, CA
    Petaluma, CA
  • 2001-12-24 → 2005-05-02
    Mmc Securities Llc
    San Francisco, CA
Other Businesses

Christopher Call has a minority interest in ABD Insurance and Financial Services, Inc., an insurance agency.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-05
S63 Uniform Securities Agent State Law Examination 1998-07-13
  • S65 Uniform Investment Adviser Law Examination
    2001-02-05
  • S63 Uniform Securities Agent State Law Examination
    1998-07-13
Designations
Other Names
  • Chris Call

View on SEC IAPD

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CHRISTIAN MICHAEL BRETZ
CLAY DEAN WILLIAM STAFFORD
Jacob Daly
JENNIFER ANN LUKES

Other Offices

ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · WOODSIDE, CA

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