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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| HI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc. | Carlsbad | CA | 11/2011 | 12/2021 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2021 |
| Mml Investors Services, Llc | San Jose | CA | 03/2017 | 12/2021 |
| Woodbury Financial Services Inc | San Jose | CA | 12/2021 | 01/2024 |
| Osaic Wealth, Inc. | San Jose | CA | 01/2024 | Present |
FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/13/2022 ADDRESS: 5444 THORNWOOD DR, SAN JOSE CA 95123, United States DESCRIPTION: Service for existing policy holders and activities related to placing new business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-18 |
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