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Poway, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | San Diego | CA | 05/2016 | 12/2018 |
| Princor Financial Services Corp | San Diego | CA | 05/2016 | 01/2019 |
| Principal Securities Inc | San Diego | CA | 01/2019 | 10/2019 |
| Principal Life Insurance Company | San Diego | CA | 12/2018 | 10/2019 |
| Independent Insurance Agent | Poway | CA | 10/2019 | Present |
| Bileckyj, Adam Peter Dba Brightway Wealth Planning | Poway | CA | 02/2020 | Present |
(1) 2016-Present: Rental Property/Not Investment Related/Poway, CA/Owner/Own rental property and receive passive rental income/Involves less than one percent time each month, after traditional business hours.//(2) 2019-Present: Independent Insurance Agent/Insurance Related/Poway, CA/Insurance Agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 25% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-07 |
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