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Gig Harbor, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-05 |
| NV | RA | APPROVED | 2025-02-21 |
| AZ | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED | 2024-02-09 |
| WA | RA | APPROVED | 2024-02-05 |
| CA | RA | APPROVED | 2021-10-05 |
Branch Locations
Gig Harbor, WA • United States
4740 Green River Rd, Ste 108, Corona, CA 92880 • 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 |
|---|---|---|---|---|
| World Financial Group | Orange | CA | 08/2013 | 07/2017 |
| Abraham & Co., Inc. | Orange | CA | 05/2021 | 04/2023 |
| Clearpath Financial And Insurance Solutions, Llc. | Orange | CA | 07/2017 | Present |
| Abraham & Co., Inc. | Corona | CA | 04/2023 | Present |
1) ClearPath Financial and Insurance Solutions, LLC; Investment related: Yes; Location: 1100 Town and Country Rd Suite 1250 Orange, CA. 92868; Description: Independent insurance producer; Position Title: President; Responsibilities Duties: Manager of operations.; Start date with business: July, 2017; Hours during trading hours: 80 hrs per mo; Hours outside trading hours: 30 hrs per mo; Percentage of total yearly compensation expected to be derived from the business: 80%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-24 |
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