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800 W El Camino Real #180, Mountain View, CA 94040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-06-15 |
Branch Locations
800 W El Camino Real #180, Mountain View, CA 94040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Memorial Group | San Jose | CA | 01/2016 | 10/2017 |
| Amiseq | San Jose | CA | 10/2017 | 08/2018 |
| Inglewood Park Cemetery | Los Angeles | CA | 08/2018 | 06/2020 |
| New York Life | Los Angeles | CA | 05/2023 | 06/2024 |
| Self Employed | San Jose | CA | 06/2024 | 04/2025 |
| Equinox | Palo Alto | CA | 04/2025 | 03/2026 |
| Ap Investment Management | Mountain View | CA | 06/2026 | Present |
| Funerology | Los Angeles | CA | 06/2020 | 05/2022 |
| Rose Hills Company | Los Angeles | CA | 05/2022 | 05/2023 |
| Orr & Associates | Temecula | CA | 03/2026 | Present |
ORR & ASSOCIATES - NOT INVESTMENT RELATED - ADDRESS OF BUSINESS: 28780 SINGLE OAK DR., SUITE 255, TEMECULA, CA 92590 - NATURE OF THE OTHER BUSINESS: PROPERTY AND CASUALTY INSURANCE - POSITION HELD: REMOTE AGENT - RELATIONSHIP WITH OTHER BUSINESS: AGENT/BROKER - START DATE OF RELATIONSHIP: MARCH, 2026 - APPROXIMATELY 80 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS - APPROXIMATELY 20 HOURS ARE DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS - DUTIES UNDER THIS OTHER BUSINESS INCLUDE SELLING AND QUOTING COMMERCIAL GENERAL LIABILITY, WORKER'S COMPENSATION, BUSINESS AUTO, CYBER, PROFESSIONAL LIABILITY, AND BONDS.
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