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25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-26 |
Branch Locations
25060 Avenue Stanford Suite 100, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosperitas Financial, Llc | Valencia | CA | 06/2023 | Present |
| Pgt | Valencia | CA | 02/2020 | Present |
| Petersen International | Valencia | CA | 04/2013 | 02/2020 |
1. PGT; Investment-related; 2400 Dallas Pkwy Plano, TX 75043; Insurance; Sales; Start 02/17/2020; 160 hrs/month; 100 during securities trading hours; Support employee benefits brokers with individual insurance for executives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
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