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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-01-13 |
Branch Locations
300 Harding Blvd. Ste. 218, Roseville, CA 95678 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Boardman, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
300 Harding Blvd. Suite 218, Roseville, CA 95678 • United States
Boardman, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors, Llc | Roseville | CA | 04/2016 | 05/2017 |
| Jrd Insurance & Financial Services, Inc Dba Money Bridge Wealth | Roseville | CA | 01/2012 | Present |
| Adviser Alliance, Llc | Roseville | CA | 05/2017 | Present |
| Change Path Llc | Leawood | KS | 11/2017 | Present |
1) NAME:JRD INSURANCE & FINANCIAL SERVICES dba MONEY BRIDGE WEALTH & INCOME PLANNING; ROSEVILLE, CA; PRESIDENT/INSURANCE AGENT; 2012-PRESENT; INVESTMENT RELATED; SALES OF FIXED (NON-SECURITIES) INSURANCE AND ANNUITIES FROM VARIOUS COMPANIES; APROXIMATELY 120 HRS/MONTH DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-06 |
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