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1901 S Bascom Avenue Suite 1150, Campbell, CA 95008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-04-19 |
| WA | RA | APPROVED | 2024-04-16 |
| CA | RA | APPROVED | 2023-06-02 |
| MI | RA | APPROVED | 2023-04-04 |
Branch Locations
1901 S Bascom Ave Suite 1150, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client One Secuirites, Llc | Leawood | KS | 04/2012 | 11/2018 |
| Emerald Blue Advisors, Inc. | Laguna Hills | CA | 07/2013 | Present |
| Coeus Financial & Insurance Services Inc. | Campbell | CA | 07/2013 | Present |
| Entrust Investment Services, Inc | Campbell | CA | 04/2023 | Present |
Legal name of business: Coeus Financial & Insurance Services Inc.; Is the business investment related: Yes; Location of the business: 1901 S BASCOM AVE SUITE 1150 CAMPBELL CA 95008 USA; Description of the business: Insurance agency; Position Title: Managing Director; Responsibilities Duties: Recommending and placing life and annuity products.; Start date with business: 2013-07-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 30;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 2011-11-14 |
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