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12636 High Bluff Drive Suite 400, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-02-17 |
Branch Locations
12636 High Bluff Drive Suite 400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peelle Wealth Management, Llc | San Diego | CA | 02/2012 | Present |
| Peelle Financial & Insurance Services | San Diego | CA | 04/1997 | Present |
1)NAME AND ADDRESS: PEELLE FINANCIAL & INSURANCE SERVICES, SAN DIEGO, CA 92121 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, TRADITIONAL LIFE, LONG TERM CARE INSURANCE, DISABILITY INCOME PRODUCTS AND FIXED ANNUITIES. START DATE: 6/1/1996 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-12 |
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