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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-18 |
Branch Locations
Monterey Park, CA • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Torrance | CA | 07/2016 | 12/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Monterey Park | CA | 07/2016 | 11/2016 |
| Transamerica Financial Advisors, Inc | Glendale | CA | 01/2017 | 12/2017 |
| World Financial Group, Inc. | Glendale | CA | 10/2015 | 12/2017 |
| Wonderland Design Inc | Monterey Park | CA | 07/1998 | 12/2021 |
| Virtue Capital Management, Llc | Brentwood | TN | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
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