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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lotusgroup Capital | San Diego | CA | 11/2018 | 05/2019 |
| Colva Insurance Services/Colva Actuarial Services | San Diego | CA | 12/2021 | Present |
| The Leaders Group, Inc | San Diego | CA | 01/2021 | 01/2022 |
| Colva Actuarial Services | San Diego | CA | 03/2019 | 12/2021 |
| Colva Capital Llc | San Diego | CA | 03/2021 | Present |
| Alpha Growth Plc | San Diego | CA | 02/2019 | 03/2020 |
| Independent Insurance Agent | San Diego | CA | 01/2012 | Present |
| Financial Planning | San Diego | CA | 02/2021 | Present |
| The Leaders Group Inc | Littleton | CO | 02/2024 | Present |
1.) COLVA INS SVCS/COLVA ACTUARIAL SVCS - 9528 Miramar Road, #1071, San Diego, CA 92126 - President, Lead actuarial consulting, Not Invt Rel, Actuarial svcs & consulting, 30 hrs/mo; 30 hrs/mo (during trading hours). 2.) INDEPDENT INSURANCE AGT - 1/11/2012 - 9528 Miramar Road, #1071, San Diego, CA 92126 - President, Lead insurance agency, Not Invt Rel, Insurance business, 30 hrs/mo; 20 hrs/mo (during trading hours). 3.) COLVA CAPITAL LLC - 3/24/2021 - 9528 Miramar Road, #1071, San Diego, CA 92126 - President/Chief Actuary, Advisory services, Invt Rel, Advisory firm, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) FINANCIAL PLANNING - 2/11/2021 - 9528 Miramar Road, #1071, San Diego, CA 92126 - President, Lead financial planning, Invt Rel, Financial planning, 4 hrs/mo; 4 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-27 |
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