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Oakland, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-06-06 |
| CA | RA | APPROVED | 2021-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 04/2013 | 03/2019 |
| Woodbury Financial Services, Inc. | San Jose | CA | 03/2019 | Present |
| Taibay Wealth Management Llc | Oakland | CA | 09/2021 | Present |
JLC FINANCIAL SERVICES. POSITION: Owner. NATURE: Provide insurance needs for clients and prospects. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2015 ADDRESS: 2629 HERITAGE PARK CIRCLE, SAN JOSE, CA 95132, United States DESCRIPTION: Assist clients in selecting the appropriate life insurance, LTC and disability insurance for their estate planning and protection planning needs. I receive commission from the sale of life insurance policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-29 |
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