Best Investors
Account
Sign in
5780 Fleet St. Suite 308, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-23 |
| CA | RA | APPROVED | 2024-12-20 |
| WA | RA | APPROVED | 2024-12-20 |
Branch Locations
5780 Fleet St. Suite 308, Carlsbad, CA 92008 • United States
5780 Fleet Street Suite 308, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-04 |
Branch Locations
5780 Fleet Street, Suite 308, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | San Diego | CA | 08/2019 | 06/2022 |
| Dba Qce Insurance Solutions | Carlsbad | CA | 06/2017 | Present |
| Independent Contractor At James M Morrison Insurance | Carlsbad | CA | 08/2011 | 06/2017 |
| Prudential Insurance Company Of America | San Diego | CA | 02/2020 | 06/2022 |
| Anchor Bay Private Wealth Llc | Carlsbad | CA | 03/2024 | Present |
| James Morrison Insurance Services | Carlsbad | CA | 06/2022 | 10/2024 |
*Name of Business: QUALIFIED CONSUMER EXCHANGE, INC. - DBA QCE INSURANCE SOLUTIONS * INVESTMENT RELATED: No * ADDRESS: 1337 Verbena Court, San Diego CA 92011, United States * NATURE OF BUSINESS: Was my corporation being used to sell health insurance and am now dissolving corporation in order to work full-time for Prudential as an FPA * POSITION: Owner/President * NATURE: Finance and Insurance * START DATE: 06/01/2017 * NUMBER OF HOURS PER MONTH: 1 * DESCRIPTION: Quoting health insurance, presenting, enrolling applicants and helping with new hires and terminated employees to have them enroll on new plans and/or understand benefits, etc. Work with company owners and HR managers to understand the benefits available to them, and how to utilize their coverages , etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-06 |
Reach out to this advisor