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Sparks, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED | 2022-09-29 |
Branch Locations
Sparks, NV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank N.A. | Ventura | CA | 08/2018 | 02/2022 |
| Allied Cash Advance | Prescott Valley | AZ | 07/2018 | 08/2018 |
| 24Hour Fitness | Walnut Creek | CA | 09/2018 | 02/2020 |
| Wells Fargo Bank N.A. | Prescott | AZ | 09/2013 | 06/2018 |
| Unionbanc Investment Services | Ventura | CA | 02/2021 | 02/2022 |
| Independent Financial Group, Llc | Pleasant Hill | CA | 02/2022 | 09/2022 |
| Burr Financial Services, Llc | Sparks | NV | 09/2022 | Present |
(1) VANBRIDGE INSURACE SERVICES POSITION: Independent Contractor NATURE: Independent life and long term care insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/08/2022 ADDRESS: 3000 Executive Pkwy., Ste. 325, San Ramon CA 94583, United States
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-09 |
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