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485 E. High Street, Moorpark, CA 93021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-09 |
| CA | RA | APPROVED | 2021-06-25 |
Branch Locations
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 |
|---|---|---|---|---|
| California Notary | Moorpark | CA | 11/2008 | 11/2016 |
| Financial West Group | Westlake Village | CA | 06/2015 | 08/2017 |
| Kelsey Financial, Llc | Moorpark | CA | 06/2015 | Present |
| Uber | Moorpark | CA | 06/2016 | 12/2017 |
| Western International Securities, Inc. | Pasadena | CA | 08/2017 | 12/2017 |
| Ghost Town Spirits, Llc | Moorpark | CA | 03/2021 | Present |
1. Insurance Agent. CA Insurance Lic. 0L44233 - Investment Related. Address: 485 E. High Street, Moorpark, CA 93021. Nature of business: Fixed Insurance Sales. Position/Title: Accident & Health Agent, Life-Only Agent, Variable Contracts Agent. Start date: December 9, 2016. Number of hours devoted during securities trading hours: Greater than 10% of time. Duties: Selling and Supporting Insurance products. Sell of Accident & Health agent, Life Insurance, Variable contracts. Web address: www.kelseyfinancial.net 2. Other various Non-Investment related activities that do not consume more than or contribute to more than 10% of this individuals' time and income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
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