Best Investors Account Sign in
Claim This Profile
Current Employers
Financial Enhancement Group

2704 Enterprise Drive, Anderson, IN 46013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-05-24
  • CA RA
    APPROVED
    Since 2017-05-24

Branch Locations

Oceanside, CA • United States

2704 Enterprise Drive, Anderson, IN 46013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Oceanside CA 05/2016 Present
Ultra Estate Planning San Clemente CA 03/2016 Present
Self-Employed Oceanside CA 05/2017 Present
  • 05/2016 → Present
    Self Employed
    Oceanside, CA
  • 03/2016 → Present
    Ultra Estate Planning
    San Clemente, CA
  • 05/2017 → Present
    Self-Employed
    Oceanside, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-01
S63 Uniform Securities Agent State Law Examination 2015-01-20
  • S65 Uniform Investment Adviser Law Examination
    2017-02-01
  • S63 Uniform Securities Agent State Law Examination
    2015-01-20

View on SEC IAPD

More in Oceanside, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor