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102 El Dorado St., Auburn, CA 95603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2012 | 01/2017 |
| Ifc And Insurance Marketing, Inc. | Auburn | CA | 01/2017 | Present |
Self employed insurange agent, not investment related, 102 El Dorado St. Auburn, CA 95603, insurance advice and sales, self employed, January 2017, about 15 hours/mo, 8, giving advice and transacting life insurance and fixed/indexed annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-12 |
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
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