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Fallbrook, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Irvine | CA | 09/2021 | 12/2021 |
| Cfp-Student | Fallbrook | CA | 09/2020 | 08/2021 |
| University Of California-Irvine | Irvine | CA | 10/2018 | 09/2020 |
| Boeing | El Segundo | CA | 06/1983 | 06/2018 |
| Hunter Vip Investments, Llc | Fallbrook | CA | 05/2025 | Present |
| People 2.0 Global, Llc | El Segundo | CA | 04/2022 | 11/2024 |
| Unemployed | N/A | XX | 12/2024 | 04/2025 |
| Unemployed | N/A | XX | 07/2018 | 09/2018 |
| Unemployed | N/A | XX | 01/2022 | 03/2022 |
1) Licensed insurance agent; Not investment-related; Fallbrook, CA, 92028; License maintained for insurance sales and implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
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