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240 North Main Street, Jackson, CA 95642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-29 |
| CA | RA | APPROVED | 2010-05-03 |
Branch Locations
240 North Main Street, Jackson, CA 95642 • United States
1130 Iron Point Rd. Ste. 135, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aps Associates | Jackson | CA | 05/2010 | Present |
| Lpl Financial | Jackson | CA | 04/2012 | Present |
1. 04/30/2012: SALE OF NON-VARIABLE INSURANCE - 10% OF TIME - JACKSON, CA. 2. 5/15/2012: REGISTERED INVESTMENT ADVISOR - APS ASSOCIATES - REGISTERED INVESTMENT MANAGER- ADVICE, FINANCIAL PLANS, ASSET MANAGEMENT. - TIME SPENT 100%. 3. 06/18/2012: APS ASSOCIATES / REGISTERED INVESTMENT ADVISOR DBA / FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, PENSION CONSULTING / TIME SPENT 100% / JACKSON, CA. 4. 2/1/2013: DBA ONLY - APS INVESTMENT MANAGEMENT GROUP - JACKSON, CA. 5. 2/1/2013: DBA ONLY - APS ADVISORS - JACKSON, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-17 |
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