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Somis, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Coaching Partners, Llc | Tarzana | CA | 07/2011 | Present |
INSURANCE SALES TRST REL SVS/CORP; NO; PRTNR/AGENT; 1/2006; 2;0; REFERRING CLIENTS TO AN ATTORNEY TO OBTAIN A TRUST DOCUMENT OR GATHERING REQUESTED INFORMATION IN COOPERATION WITH THE ATTORNEY. SHANNON HORTON, NOT INVESTMENT RELATED,1547 GOLFCREST PLACE VISTA, CA, PARTNER, START DATE:APRIL 2009, 0-2 MO/HR, 0 HR/TD,I DON'T DO ANYTHING, HUSBAND MAINTAINS PROPERTY WHEN TENANT CALLS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-31 |
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