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Aptos, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
3788 Park Boulevard Suite 6, San Diego, CA 92013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2016 | 06/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2016 | 06/2018 |
| Impact Investors | San Diego | CA | 12/2014 | Present |
INSURANCE LICENSED. TITLE: AGENT. ACTIVITY: SELLING LIFE AND LONG TERM CARE INSURANCE POLICES. INVESTMENT RELATED. APPROX 5 H/P/M OF WHICH ALL ARE DURING TRADING HOURS. DUTIES: SELLING AND SERVICING EXISTING POLICICES FOR CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-09 |
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