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300 Harding Blvd #115, Roseville, CA 95678 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle Corp. | Rocklin | CA | 09/2017 | 07/2018 |
| Oracle Corp. | Rocklin | CA | 03/2015 | 06/2017 |
| Sterling Retirement Group Of Sacramento | Roseville | CA | 03/2019 | Present |
| Unemployed | Roseville | CA | 08/2018 | 02/2019 |
LICENSED INSURANCE AGENT (LIFE, ACCIDENT & HEALTH); INVESTMENT RELATED; INSURANCE SALES; TIME SPENT: 20 HRS/MTH AND 20 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-08 |
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