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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| CA | RA | APPROVED | 2023-07-05 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
258 E Badillo St Suite A, Covina, CA 91723 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-05 |
Branch Locations
258 E. Badillo Street Suite A, Covina, CA 91723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Companies | Springfield | IL | 10/2015 | 04/2019 |
| Horace Mann Investors Inc. | Springfield | IL | 10/2015 | Present |
| Horace Mann Companies | Springfield | IL | 04/2019 | 11/2020 |
| Flores-Chatfield Agency | Covina | CA | 04/2019 | 11/2020 |
| Horace Mann Companies | Springfield | IL | 11/2020 | 07/2023 |
| Lincoln Investment | Fort Washington | PA | 07/2023 | Present |
| Capital Analysts | Fort Washington | PA | 07/2023 | Present |
COVINA-SOUTH HILLS KIWANIS CLUB POSITION: President NATURE: Non-Profit: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: PO Box 1334, Covina CA 91722, United States DESCRIPTION: Community service club to raise money for scholarships for students locally and other community service (ex. meals on wheels, etc.) FLORES-CHATFIELD & CHATFIELD, INC. DBA CHATFIELD WEALTH MANAGEMENT POSITION: CFO NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 8 START DATE: 01/18/2019 ADDRESS: 258 E. Badillo St, Suite A, Covina CA 91723, United States DESCRIPTION: DBA for Lincoln business. MITCHELL CHATFIELD POSITION: Referred Partner NATURE: Insurance Referrals INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2023 ADDRESS: 258 E. Badillo St., Suite A, Covina CA 91723, United States DESCRIPTION: Connect clients to P&C Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-11 |
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