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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED_RES | 2019-02-22 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
4710 4Th St Ste 300, La Mesa, CA 91941 • United States
1030 Nevada St Ste 203, Redlands, CA 92374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teaque Financial Insurance Services, Inc. | La Mesa | CA | 09/2002 | Present |
| Voya Financial Advisors | La Mesa | CA | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4710 4TH ST STE 300; LA MESA; CA; 91941; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/1/2012; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| RENTAL PROPERTY POSITION: Owner NATURE: Condo owned by me and rented to my sister INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: La Mesa CA, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-22 |
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