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Union, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garva Llc | Vista | CA | 01/2005 | 05/2020 |
| United By Bass Llc | Vista | CA | 08/2005 | 05/2020 |
| Mass Mutual | La Jolla | CA | 12/2018 | 06/2020 |
| Principal Life Insurance Company | San Diego | CA | 06/2020 | 07/2022 |
| Principal Securities Inc | San Diego | CA | 06/2020 | 07/2022 |
| Jrs Investment And Wealth Preservation, Llc | Fallbrook | CA | 08/2022 | Present |
***Garva LLC dba Signature Series; Investment Related; Vista, CA; Owner; Mobile notary services; Start Date: 02/25/2014; 80 hrs per month; 40 during trading hours. ***United by Bass; Not Investment Related; Vista, CA; Co-owner; LLC established to promote live electronic music events.; Start Date: 02/25/2014; 10 hrs per month; 0 during trading hours. ***Fixed Insurance; Investment Related; Fallbrook, CA; Agent; Life, Health, LTC, Annuities; Start Date: 08/16/2020; 10 hrs per month; 5 during trading hours - CA License number: 0F97412 POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 358 MISAKI WAY, FALLBROOK CA 92028, United States DESCRIPTION: I used to live at 5480 Villas Dr, Bonsall, CA 92003. I moved out in August of 2020 and have been renting it out since September of 2020. I collect rental income on the property, but that is it. I do not own any other rental properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
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