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5000 Birch St., Ste. 3000, West Tower, Newport Beach, CA 92660-2140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-11 |
Branch Locations
5000 Birch St., Ste. 3000, West Tower, Newport Beach, CA 92660-2140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Investment Management Llc | Pasadena | CA | 10/2007 | Present |
CORE INVESTMENTS MANAGEMENT, LLC. 1122 E GREEN ST, PASADENA, CA 91106. INSURANCE AGENT OFFERING FIXED ANNUITIES AND LIFE. APPROXIMATELY 20 HOURS PER MONTH, OF WHICH 5 HOURS PER MONTH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-07 |
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