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1067 Fm 306 Ste 202, New Braunfels, TX 78130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-23 |
Branch Locations
51 E Campbell Ave, Campbell, CA 95008 • United States
1067 Fm 306 Ste 202, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regent Wealth Management | Morgan Hill | CA | 10/2013 | 09/2021 |
| Authentikos Advisory, Llc | Morgan Hill | CA | 09/2021 | Present |
| Authentikos Financial & Insurance Services, Llc | Morgan Hill | CA | 09/2021 | Present |
Authentikos Financial and Insurance Services, LLC, Agent. Sale of commissionable insurance products and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-29 |
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