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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
900 Canterbury Place, Escondido, CA 92025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | San Diego | CA | 04/2015 | 05/2019 |
| Principal Securities Inc | San Diego | CA | 03/2016 | 05/2019 |
| Securities America, Inc. | San Diego | CA | 05/2019 | 10/2020 |
| Verus Capital Partners, Llc | San Diego | CA | 05/2019 | Present |
| Lpl Financial, Llc | San Diego | CA | 10/2020 | 03/2022 |
1. 7/2026 • Bill Keisling - Insurance Sales • Investment Related • 900 Canterbury Place Suite 340 Escondido, CA 92025 • Fixed life, fixed annuities, DI, LTC • Owner • Insurance Sales • 5/20/2019 • 20 Hours Monthly • 0 Hours Monthly • Provide insurance products to address client needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-01 |
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