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5060 California Ave. Suite 600, Bakersfield, CA 93309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-01-22 |
Branch Locations
5060 California Ave. Suite 600, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barnes Wealth Management Group | Bakersfield | CA | 09/2012 | Present |
| First Solutions Insurnce Services | Bakersfield | CA | 02/2004 | Present |
| Finhealth Insurance | Bakersfield | CA | 08/1994 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | 11/2020 |
1. 02/2004: NON-VARIABLE INSURANCE - FIRST SOLUTIONS INSURANCE SERVICES - PARTNER/OWNER OF INSURANCE AGENCY- OFFERS LIFE & HEALTH DISABILITY INSURANCE. - TIME SPENT 50% - BAKERSFIELD, CA. 2. 6/22/2011: NON-VARIABLE INSURANCE - SCOTT C. BARKS INSURANCE SERVICES, INC. - PERSONALLY INCORPORATED WHERE COMMISSIONS FLOW TO MY CORP. FOR NON-VARIABLE INSURANCE. PRESIDENT OF SCOTT C. BARKS INSURANCE SERVICES, INC. - TIME SPENT 5% - BAKERSFIELD, CA. 3. FINHEALTH INSURANCE SERVICES. NOT INVESTMENT RELATED. 4550 CALIFORNIA AVE, SUITE 600 BAKERSFIELD, CA 93309. EMPLOYEE BENEFITS LIFE AND HEALTH. PARTNER. START 1994. 1 HR/MONTH, 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-03 |
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