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Newbury Park, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Financial Strategies, Inc | Thousand Oaks | CA | 04/2011 | 01/2017 |
| C 3 Financial Strategies | Thousand Oaks | CA | 12/2012 | Present |
Brenda Coyle is a licensed agent with several life, disability, and other insurance companies. In such a capacity, she may offer insurance products and receive normal and customary commissions as a result of such purchases. Ms. Coyle spends approximately 10% of her time on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-01 |
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