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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-08 |
| CA | RA | APPROVED | 2020-12-01 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | S San Francisco | CA | 09/2003 | Present |
| Lincoln Financial Advisors | San Ramon | CA | 03/2007 | 08/2019 |
| Sagepoint Financial, Inc. | San Francisco | CA | 08/2019 | 11/2020 |
| Cullen Financial Advisors | San Francisco | CA | 08/2019 | 11/2020 |
| Chromecore, Llc Dba Chrome Advisors | San Francisco | CA | 11/2020 | Present |
1) VIRGILIO B. CRISTOBAL JR 345 California Street, Suite 600 San Francisco, CA 94104 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF INSURANCE PRODUCTS START DATE: 03/01/07 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-24 |
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