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2704 Enterprise Drive, Anderson, IN 46013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-05-24 |
Branch Locations
2704 Enterprise Drive, Anderson, IN 46013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Oceanside | CA | 05/2016 | Present |
| Ultra Estate Planning | San Clemente | CA | 03/2016 | Present |
| Self-Employed | Oceanside | CA | 05/2017 | Present |
ULTRA Estate Planning,501 N. El Camino Real #200,San Clemente, CA 92672 , Started March 2016, working 5-10 hours a week. Works with Southern California clients in the signing of estate documents. Self Employed Insurance Sales, Insurance Agent, Started May 2016, working 5 hours a week, providing term life, Universal Life and Fixed Annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-20 |
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