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2500 E Foothill Blvd Suite 115, Pasadena, CA 91107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-26 |
Branch Locations
2500 E Foothill Blvd Suite 115, Pasadena, CA 91107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate Investor | Pasadena | CA | 05/2002 | Present |
| Sage Investment Group | Pasadena | CA | 01/2010 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 05/2020 | 08/2022 |
| Sage Investment Group, Llc | Pasadena | CA | 08/2022 | Present |
1) Licensed insurance agent. Located at 2500 E Foothill Blvd, Suite 115, Pasadena, CA, 91107. Started in 10/1989. This is not investment related. Receives commissions. Devotes approx. 100 hours per month. 2)Investor in Real Estate. Located at 136 Andrea Lane, Arcadia, CA, 91006. This is not investment related. Profits from sale of house.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-26 |
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