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2655 First Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2002-11-26 |
Branch Locations
2655 First Street, Suite 250, Simi Valley, CA 93065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Independent Financial Group | Thousand Oaks | CA | 06/1996 | Present |
Mr. Lorenzen is an independent insurance agent under California license 0C00742 and is appointed with various insurance companies. Mr. Lorenzen was licensed as of 04/07/1997. Mr. Lorenzen spends less than 1 hour per month during securities trading hours and works on an as-needed basis. Mr. Lorenzen is life insurance licensed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-10 |
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