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425 N. El Camino Real #313, San Mateo, CA 94401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
425 N. El Camino Real #313, San Mateo, CA 94401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Obel Financial Group | Palo Alto | CA | 11/2010 | Present |
1)EMMANUAL OBEL, BURLINGAME, CA; HEALTH DENTAL VISION INS; NONINV RELATED; AGENT; START 11/21/2008; 4 HRS/MTH WITH 2 DURING TRADING HRS. 2)BOARD OF DIRECTORS/TREASURER FOR HEALTH & ENVIRONMENTAL RESOURCE CENTER, SAN FRANCISCO CA; NON PROFIT; START 01/01/2007; 3 HRS/MTH. 3)NCPHS FOUNDATION, SAN FRANCISCO, CA; NON PROFIT; NONINV RELATED; TRUSTEE; START 01/14/2009; 3 HRS/MTH; ATTEND MEETINGS, PARTICIPATE IN COMMITTEE AND FUNDRAISING MEETINGS AND PROVIDE MGMT WITH OPERATION ADVICE. 4)HIP HOUSING, SAN MATEO, CA; NONPROFIT; MEMBER-FUNDRAISING COMMITTEE; START 01/14/2009; 2 HRS/MTH; ATTEND FUNDRAISING COMMITTEE MEETINGS AND EVENTS. 5)OBEL FINANCIAL GROUP, BURLINGAME CA, OWNER/AGENT SELLING TERM LIFE, UNIVERSAL LIFE, FIXED ANNUITIES, INDEXED ANNUITIES, HEALTH/DENTAL AND LTC INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-27 |
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