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100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-02 |
| UT | RA | APPROVED | 2024-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2012 | 01/2018 |
| Guardian Life Insurance Company | Murray | UT | 02/2018 | 03/2019 |
| Park Avenue Securities | Murray | UT | 02/2018 | 03/2019 |
| Guardian Life Insurance Company | Roseville | CA | 03/2019 | 06/2019 |
| Park Avenue Securities | Roseville | CA | 03/2019 | 06/2019 |
| Mosaic Health And Life | Campbell | CA | 06/2019 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 02/2020 | 12/2020 |
| Pacific Advisors | Salt Lake City | UT | 02/2018 | 08/2020 |
Mosaic Health and Life Working in the Medicare Health Business providing Medicare Supplement and Medicare Advantage plans to people who are turning 65 and joining Medicare. Start: 6/01/2019 Address: 1500 E. Hamilton Ave #209 Campbell, CA 95008 30 bus hours per week Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
| S66 | Uniform Combined State Law Examination | 2013-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
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