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1226 Lincoln Ave Suite 200, San Jose, CA 95125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-13 |
Branch Locations
1226 Lincoln Ave Suite 200, San Jose, CA 95125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Life Insurance Company | Cincinnati | OH | 10/2003 | Present |
| Rnp Advisory Services Inc. | San Jose | CA | 01/2006 | 05/2020 |
| Abundit Wealth | Campbell | CA | 12/2023 | Present |
| Mariner Independent Advisor Network | San Jose | CA | 06/2020 | 03/2024 |
| Rnp Advisory Services | Morgan Hill | CA | 01/2004 | 05/2020 |
OHIO NATIONAL FINANCIAL SERVICES. ONE FINANCIAL WAY, CINTI, OH 45242. IPA AGENT. 10/01/2003-PRESENT, INSURANCE SALES. Licensed insurance agent in the state of CA. I may receive commissions related to any insurance products sold as an agent/agency.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-11 |
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