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777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-16 |
| CA | RA | APPROVED | 2020-09-02 |
Branch Locations
777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohls | San Luis Obispo | CA | 07/2014 | 11/2016 |
| Pps | San Luis Obispo | CA | 02/2016 | 11/2017 |
| Newfront Retirement Services, Inc. | San Francisco | CA | 07/2018 | Present |
| Unemployed | San Luis Obispo | CA | 12/2017 | 06/2018 |
| Abd Insurance And Financial Services, Inc. | San Mateo | CA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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