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5500 Ming Ave Suite 265, Bakersfield, CA 93309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-20 |
Branch Locations
5500 Ming Ave Suite 265, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Atlanta | GA | 10/2019 | 09/2022 |
| Morneau Shepell | Atlanta | GA | 05/2013 | 07/2019 |
| Park Avenue Securities | Atlanta | GA | 05/2020 | 09/2022 |
| Applied Wealth Management | Bakersfield | CA | 09/2022 | Present |
1) KAJE TRAVEL AGENCY- travel agent, sale vacation package, START DATE: 06/01/2012, ADDRESS: 8024 WINDMARK PL, LITHIA SPRINGS, GA 3012, 4 TOTAL HOURS PER MONTH, 0 HOURS DURING NORMAL BUSINESS HOURS, NON INVESTMENT RELATED, Less than 10% annual compensation, 2) Other Insurance- Sell insurance products not offered by Guardian, START DATE: 4/29/2020, ADDRESS: 5040 ROSWELL RD, ATLANTA GA, 30342, 1 total HOUR PER MONTH, 1 HOUR DURING NORMAL BUSINESS HOURS, INVESTMENT RELATED, Less than 10% annual compensation, 3) JA Consulting/Contractor-Independent Contractor Credit Repair , START DATE: 12/14/2020, ADDRESS:2896 O Shield's Ct, Marietta, GA, 12 total HOUR PER MONTH, 10 HOURs DURING NORMAL BUSINESS HOURS, Not INVESTMENT RELATED, Less than 10% annual compensation, 4) KYN Business Consulting-Monthly Review of Management Reports (Profit/Loss Statement + Balance Sheet) with insight and data for revenue trends, profit margin, cash analytics, and profit allocations, Start date: 03/01/2021, Address:2896 O Shield's Ct, Marietta, GA, 25 total hours per month, 12 during securities trading hours, Not investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-29 |
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