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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-04 |
Branch Locations
Rohnert Park, CA • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Redwood City | CA | 01/2017 | 12/2017 |
| New York Life Insurance Co | San Jose | CA | 01/2018 | 05/2019 |
| Nylife Securities Llc | San Jose | CA | 03/2018 | 05/2019 |
| Unemployed | Los Altos | CA | 05/2016 | 01/2017 |
| Eagle Stratagies Llc | San Jose | CA | 08/2018 | 05/2019 |
| Massmutual Life Insurance Company | Walnut Creek | CA | 06/2019 | 02/2023 |
| Mml Investors Services, Llc | Walnut Creek | CA | 06/2019 | 02/2023 |
| Fortis Capital Advisors, Llc | Reno | NV | 05/2023 | Present |
Fixed Insurance Sales, investment related, same address as branch, sales of fixed insurance products, start 05/2016, salesperson, <5 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
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