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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED_RES | 2026-07-06 |
| AZ | RA | APPROVED | 2026-05-19 |
| CA | RA | APPROVED | 2026-05-11 |
| NJ | RA | APPROVED | 2026-05-11 |
Branch Locations
11440 W Bernardo Ct Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Direct Financial | Vista | CA | 05/2013 | Present |
| Wealth Watch Advisors | Englewood | CO | 09/2019 | 06/2020 |
| Allstate Financial | San Diego | CA | 06/2020 | 10/2020 |
| Civil Service Benefits Network, Llc | Vista | CA | 09/2020 | Present |
| Wealth Watch Advisors | Englewood | CO | 10/2020 | Present |
CIVIL SERVICE BENEFITS NETWORK, LLC POSITION: Federal Benefit Specialist NATURE: Federal employee benefit education through seminars and webinars where we instruct these employees from different federal agencies on their benefits, pension program, health insurance, life insurance,social security/medicare and their Thrift Savings Plan. Once an employee attends one of our briefings they have the opportunity to meet with a benefit specialist to review their individual situation through Retire Ready software where we help calculate their pension, social security/medicare benefits, survivor annuity options and Thrift Savings Plan withdrawals and annuity options. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2020 ADDRESS: 1080 Hidden Vale Dr, Vista CA 92081, United States DESCRIPTION: I am the instructor where I teach the class and/or conduct the webinar. Field questions and do one to one reviews with the employees who volunteer to meet with a benefit specialist.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-26 |
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