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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-06 |
Branch Locations
777 Silver Spur Road Suite 213, Rolling Hills Estates, CA 90274 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Rancho Palos Verdes | CA | 01/2011 | 06/2021 |
| The Salvation Army | Rancho Palos Verdes | CA | 06/2021 | 02/2022 |
| Envision Financial Group, Inc. | Rolling Hills Estates | CA | 02/2022 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 05/2022 | Present |
Envision Financial & Insurance Services Inc,Is Investment Related,,DBA/Financial Services,Financial Professional,2018-06-18,80 hours per month,80 hours per month during trading hours, Commission Compensation, DBA/Financial Services and Insurance. THE PENSION GEEKS INVESTMENT RELATED: Is Investment Related, ADDRESS: 777 Silver Spur Rd, Suite 213, Rolling Hills Estates, CA, 90274, United States" NATURE: Retirement & Pension Planning, POSITION: Vice President, START DATE: 7/22/2024, NUMBER OF HOURS; 200 hours per month, SECURITIES TRADING HOURS: 5 hours per month during trading hours, Other Compensation, "Prospecting, marketing, sales and service of fixed annuities to employees of K-12 schools. Compensation type is a mix of fee based and commissions."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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