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Jeri Rae Hansmann

Forusall

Oakland, CA

Irvine, CA

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Current Employers
Forusall

Oakland, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
  • CA RA
    APPROVED
    Since 2025-12-23

Branch Locations

Oakland, CA • United States

Irvine, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schools First Federal Credit Union Tustin CA 11/2011 02/2018
Cuna Brokerage Services, Inc Waverly IA 11/2011 02/2018
Cuna Brokerage Services, Inc., Waverly IA 03/2018 06/2021
Randolph Brooks Federal Credit Union Live Oak TX 03/2018 06/2021
Forusall, Inc. Irvine CA 02/2022 Present
Forusall Advisors, Llc Irvine CA 03/2022 Present
Unemployed Irvine CA 07/2021 01/2022
  • 11/2011 → 02/2018
    Schools First Federal Credit Union
    Tustin, CA
  • 11/2011 → 02/2018
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 03/2018 → 06/2021
    Cuna Brokerage Services, Inc.,
    Waverly, IA
  • 03/2018 → 06/2021
    Randolph Brooks Federal Credit Union
    Live Oak, TX
  • 02/2022 → Present
    Forusall, Inc.
    Irvine, CA
  • 03/2022 → Present
    Forusall Advisors, Llc
    Irvine, CA
  • 07/2021 → 01/2022
    Unemployed
    Irvine, CA
Previous Registrations
  • 2018-04-18 → 2021-06-28
    Cuna Brokerage Services, Inc.
    Live Oak, TX
  • 2012-02-01 → 2018-03-14
    Cuna Brokerage Services, Inc.
    Tustin, CA
    Tustin, CA
  • 2011-05-18 → 2011-09-08
    Chase Investment Services Corp.
    San Antonio, TX
  • 2009-05-02 → 2010-02-02
    Chase Investment Services Corp.
    Irvine, CA
    San Antonio, TX
  • 2008-10-03 → 2009-05-02
    Wamu Investments, Inc.
    San Antonio, TX
    Irvine, CA
Other Businesses

Rover - Dog walking/animal day care drop in JR Virtual Solutions - Assist clients with social media posts, newsletters and website updates

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-25
  • S66 Uniform Combined State Law Examination
    2008-09-25

View on SEC IAPD

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