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Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
15300 Ventura Boulevard, Suite 212, Sherman Oaks, CA 91403 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Sherman Oaks | CA | 10/2015 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Playa Vista | CA | 10/2015 | Present |
| Black Card Circle | Sherman Oaks | CA | 01/2020 | Present |
Insurance Agent; Various Insurance Companies; Investment Related: Yes; Location: 15300 VENTURA BOULEVARD, SUITE 212, SHERMAN OAKS, CA 91403; Description of the business: Life Insurance, Fixed Annuities, and Fixed Index Annuities.; Responsibilities Duties: Risk Transference, Risk Management.; Start date with business: 2020-02-19; Hours devoted to business during trading hours: 28; Hours devoted to business outside trading hours: 28; Percentage of total yearly compensation expected to be derived from the business: 30.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-28 |
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