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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-27 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
5380 N Fresno Street #103, Fresno, CA 93710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Madera | Madera | CA | 07/2014 | 11/2017 |
| World Financial Group | Fresno | CA | 06/2016 | 01/2017 |
| Jmj 21 Elite Basketball Club & Mj Soccer Club | Fresno | CA | 06/2016 | Present |
| Lion Raisins | Selma | CA | 02/2020 | Present |
| California Odyssey Soccer | Clovis | CA | 05/2016 | 12/2016 |
| Midland National | Fresno | CA | 03/2017 | Present |
| Integrity Alliance, Llc | Fresno | CA | 05/2021 | Present |
| Mj Soccer | Fresno | CA | 01/2014 | Present |
1) Fixed Insurance; not investment related; 5380 N Fresno St, Suite 103, Fresno, CA 93710; Insurance Agent; Sales of insurance and other related products and services; started 6/1/2011; 80 hours per month, 2 during trading; Financial need analysis, offering life insurance and other related products and services to the public. 2) MJ Financial Services; investment related, 5380 N Fresno St, Suite 103, Fresno, CA 93710, DBA, Investment Advisor Representative,02/02/2022,28 hours per month,10 hours during trading, Sales and service of advisory services and fixed insurance. 3) Guardian Capital Advisors; Investment related; 5380 N Fresno St, Suite 103, Fresno, CA 93710; DBA; Financial services, insurance, annuity sales; 01/01/2025; 0 hours per month; 0 hours during securities trading hours; DBA - client acquisition, service, and sales 4) MJ Soccer; not investment-related; 4974 E Clinton Way #212, Fresno, CA 93727; Private/individual soccer training; Soccer coach; 01/01/2014; 32 hours per month; 0 hours during securities trading hours; Training and coaching individual soccer players 5) JACKSON HEWITTS TAX SERVICE POSITION: Employee NATURE: Nature of this business is tax preparation services. I will be working in a capacity of tax preparer for Jackson Hewitt Tax Services in Walmart Locations. One Walmart location where I will be working is 1185 Herndon Avenue, Clovis, California, 93612. I will be there on Wednesday s and Thursdays from 11am-7pm both days. Another Walmart Location where I will be is 5111 E Cesar Chavez blvd, Fresno, California, 93727. On this location I will be there on Saturday from 11am to 7pm and on Sunday from 12pm to 4pm as of now. If something changes in the terms of locations or hours, I'll update if accordingly. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 02/02/2026 ADDRESS: 1185 HERNDON AVE, CLOVIS CA 93612, United States DESCRIPTION: I will be preparing and filling tax returns for the public.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
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