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Oceanside, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex, Inc | Ventura | CA | 11/2003 | 11/2017 |
| Aeternum Investment Advisors, Llc | Oceanside | CA | 03/2017 | Present |
INDEPENDENT LIFE INSURANCE AGENT (LIFE, HEALTH, DISABILITY, LTC) - NON SECURITY INVESTMENT RELATED. 476 TAYLOR DRIVE, OCEANSIDE, CA 92056. NATURE OF BUSINESS: PROVIDE INSURANCE PRODUCTS. OWNER, POSITION: SALES. STARTED 1/1994. 20 HRS/MONTH AND 0 HRS/MONTH DURING TRADING HOURS. DUTIES: DISCUSS WITH CUSTOMERS ABOUT POSSIBLE INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-20 |
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