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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Financial Planning Group, Inc | San Diego | CA | 03/2007 | Present |
| 1St Financial Planning Group, Inc | San Diego | CA | 11/2015 | Present |
ENTITY: SELF; NATURE: FIXED INSURANCE SALES AND ESTATE PLANNING AND TRUST WORK; DUTIES; SALES; STARTED: 1980
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-29 |
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