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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
3021 E La Jolla Street, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Brea | CA | 12/2016 | 10/2018 |
| World Financial Group, Inc. | Brea | CA | 10/2016 | 10/2018 |
| Premier Group Insurance, Inc. | Denver | CO | 06/2016 | Present |
| Premier 360 Insurance And Financial Solutions | Anaheim | CA | 06/2015 | Present |
| Lifepro Asset Management, Llc | San Diego | CA | 11/2018 | 08/2023 |
| Portfolio Medics | Bonita Springs | FL | 03/2024 | Present |
PREMIER GROUP INSURANCE, INC./Investment Related - Yes/600 17TH ST SUITE 1425N DENVER, CO 80202 (720) 457-1101/PROPERTY amp; CASUALTY INSURANCE/INSURANCE AGENT/06.2016/160/80/PROSPECT AND QUOTE INSURANCE POLICIES FOR COMMERCIAL, AUTO, AND HOME INSURANCE PREMIER 360 INSURANCE amp; FINANCIAL SOLUTIONS/Investment Related - Yes/3365 E MIRALOMA AVE STE 206 ANAHEIM, CA 92806/OFFER PROPERTY amp; CASUALTY INSURANCE - COMMERCIAL AND PERSONAL LINES; OFFERS HEALTH INSURANCE/INSURANCE amp; FINANCIAL SPECIALIST/07.2016/20/10/PROSPECT AND QUOTE INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-27 |
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