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200 N Broadway Ave, Suite E, Turlock, CA 95380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-07 |
Branch Locations
3445 American River Dr, Suite B, Sacramento, CA 95864 • United States
200 N Broadway Ave, Suite E, Turlock, CA 95380 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities,Inc | Camarillo | CA | 03/2011 | 02/2018 |
| Wealth Design Group | Sacramento | CA | 08/1997 | Present |
| Afs Investments | Orangevale | CA | 12/2021 | Present |
| Wealth Design Group (Ria) | Sacramento | CA | 08/1997 | 05/2019 |
WEALTH DESIGN GROUP INSURANCE, CORPORATION, START: 1997, 3445 AMERICAN RIVER DR. STE B SACRAMENTO, CA 95864, AGENT, LIFE HEALTH PLANNING SERVICES, LTC, DISABILITY, INDIVIDUAL & GROUP HEALTH., NOT INVESTMENT RELATED, 150 HOURS PER MONTH, 8 HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-05 |
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