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3017 Douglas Blvd, Suite 300, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-02-09 |
| CA | RA | APPROVED | 2019-12-04 |
Branch Locations
3017 Douglas Blvd, Suite 300, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elk Grove United School District | Elk Grove | CA | 07/2010 | Present |
| Independent Financial Group, Llc | Roseville | CA | 05/2019 | 11/2019 |
| Independent Financial Group, Llc | Roseville | CA | 03/2019 | 11/2019 |
| Tailored Wealth Management, Llc | Roseville | CA | 12/2019 | Present |
| Independent Insurance Agent | Roseville | CA | 10/2020 | Present |
(1) ENGINEERING TEACHER AT ALCOVE UNIFIED SCHOOL DISTRICT SINCE 2002. NON-INVESTMENT RELATED. 50% OF TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; ROSEVILLE, CA; APPROXIMATE HOURS PER MONTH 10; .5 HRS DURING TRADING HOURS; START 10/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-18 |
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