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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2021-07-28 |
Branch Locations
3244 Brookside Rd Suite 140, Stockton, CA 95215 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Sacramento | CA | 05/2002 | 06/2021 |
| Pfs Investments, Inc. | Sacramento | CA | 08/2010 | 06/2021 |
| Coppell Advisory Solutions, Llc Dba Fusion Capital Management | Dallas | TX | 07/2021 | Present |
| Vg Capital | Stockton | CA | 05/2010 | Present |
1.) Julio Pompa-Sinohui, Investment Related, Stockton, CA, Real Estate Agent, Start Date:03/2020, approx. 40 hours/month with 40 hours/month during securities trading hours, active real estate agent. 2.) Julio Pompa-Sinohui, Investment Related, Stockton, CA, Insurance Agent, Start Date:09/2002, approx. 160 hours/month with 160 hours/month during securities trading hours, active lines of authority in Accident & Health and Life, Casualty, Property, and Variable.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-14 |
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