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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-23 |
| NC | RA | APPROVED | 2023-08-03 |
| CA | RA | APPROVED | 2020-01-28 |
Branch Locations
411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Mooresville, NC • 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 |
|---|---|---|---|---|
| Unemployed | San Francisco | CA | 08/2015 | 06/2017 |
| Axa-Advisors, Llc | New York | NY | 06/2017 | 01/2020 |
| Ae Financial Services, Llc | Topeka | KS | 08/2020 | 06/2022 |
| Liberty Wealth Management, Llc | Oakland | CA | 01/2020 | Present |
| Liberty Group, Llc | Oakland | CA | 06/2017 | 08/2020 |
| Lifetime Planning And Marketing | Oakland | CA | 06/2017 | Present |
Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 10/2020 Hours devoted to OBA monthly: 5 hours during trading hours / 0 hours during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
| S66 | Uniform Combined State Law Examination | 2009-05-21 |
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