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Sonoma, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnum Financial | Sonoma | CA | 11/2009 | Present |
CONSULTANT/PRESIDENT; CONSULT TO CHARTER SCHOOLS IN CALIFORNIA. MAGNUM FINANCIAL: OWNER; SALE OF LIFE, HEALTH, AND LTC THROUGH VARIOUS INSURANCE COMPANIES. STEPHEN BOSSIO IS A CALIFORNIA LICENSED INSURANCE AGENT AND SPENDS 30% OF HIS TIME ON THAT BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-04 |
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