William Duane Pitney

Current Employers

Employment History

• 12/2010 → Present
  Focus Youniversity (155690)
  Redwood Shores, CA

Previous Registrations

• 2003-03-27 → 2011-02-11
  Osaic Fa, Inc.
  Santa Rosa, CA
  San Mateo, CA
  San Mateo, CA
  Santa Rosa, CA
  Santa Rosa, CA
  San Ramon, CA
  Santa Rosa, CA

Other Businesses

the name of the other business; - DBA "William Pitney Insurance" whether the business is investment-related; - no the address of the other business; 303 Twin Dolphins Drive, Suite 600, Redwood Shores, CA 94065 the nature of the other business; independent insurance agent your position; independent insurance agent title, or relationship with the other business; sole proprietor the start date of your relationship; same as FocusYOU's start date. the approximate number of hours/month you devote to the other business; varies significantly depending on clients' needs. In some years almost none. In other years it can be several hours. I estimate that on average 5-10 hours per month. It's complementary to providing comprehensive financial planning. the number of hours you devote to the other business during securities trading hours; varies and depends on the clients needs. In some years almost none. In other years it can be several hours. On average I would say o-30 minutes. and briefly describe your duties relating to the other business; Help clients purchase life, disability, long-term care, business overhead expense, and annuities when those solutions are deemed appropriate.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-25

Designations