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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
1855 Buenaventura Blvd Ste A, Redding, CA 96001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uprep High School | Redding | CA | 09/2014 | 06/2019 |
| Shasta College | Redding | CA | 06/2019 | 07/2021 |
| Uc Santa Cruz | Santa Cruz | CA | 07/2021 | 02/2025 |
| Bank Of America | Redding | CA | 02/2025 | 10/2025 |
| Farmers Insurance | Redding | CA | 10/2025 | Present |
| Farmers Financial Solutions | Redding | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-24 |
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