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66 Bovet Road Ste. 310, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co. | St Paul | MN | 06/2003 | 08/2020 |
| Securian Financial Services, Inc | St Paul | MN | 06/2003 | 08/2020 |
| Link-Allen & Assoc. | San Mateo | CA | 06/2003 | 08/2020 |
| Woodbury Financial Services Inc | San Ramon | CA | 08/2020 | 01/2023 |
| Vantage Wealth Management, Llc | San Mateo | CA | 01/2023 | Present |
1. CA INSURANCE LICENSED. ROBERT STAFFORD. POSITION: INSURANCE AGENT. NATURE: Sole Proprietorship. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10. START DATE: 08/03/2020. DESCRIPTION: During financial planning engagement with clients, there is sometimes the need for insurance products, and sometimes fixed or indexed products will be in the client's best interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-18 |
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