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Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Sherman Oaks | CA | 01/2015 | 02/2018 |
| Various Insurance Carriers | Camarillo | CA | 08/2015 | Present |
| Black Card Circle | Sherwood Forest | CA | 02/2018 | Present |
08/2015-PRESENT; VARIOUS INSURANCE CARRIERS; CAMARILLO, CA; INVESTMENT RELATED; INSURANCE SALE' INSURANCE AGENT. Gold Coast Golf Association; Treasurer; Investment related: No; 843 Olympic Ave Ventura CA 93004 USA; Duties: Keep track of the club balance sheet.; 2023-03-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 7; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-19 |
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