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Simi Valley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sr99Advisors | Simi Valley | CA | 10/2025 | Present |
| Benco Dental | Pittston | PA | 01/2022 | 01/2024 |
| Elsevier | Phildelphia | PA | 01/1994 | 01/2021 |
| Matt C Fee Realty | Simi Valley | CA | 01/1992 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
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