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San Jose, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 08/2013 | 09/2017 |
| Advanced Retirement Solutions, Llc | San Jose | CA | 09/2012 | Present |
| Advanced Retirement Solutions, Llc | San Jose | CA | 06/2017 | Present |
1) ADVANCED RETIREMENT SOLUTIONS - President - DBA name used for marketing and business purposes only - SINCE 08/2012 - SAN JOSE, CA - INVESTMENT RELATED. 2)ADVANCED RETIREMENT SOLUTIONS - Founder - Retirement Plan Sales and Management - INVESTMENT RELATED - START DATE: 03/16/2017 - ADDRESS: , San Jose CA. 3) Jeffrey Justi - Insurance Agent - 5/2001 - Present. 1122 Meridian Avenue, San Jose, CA 95125
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-25 |
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