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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-28 |
| CA | RA | APPROVED | 2021-12-17 |
Branch Locations
2305 Historic Decatur Rd Ste 100, San Diego, CA 92106 • United States
1030 Nevada St Ste 203, Redlands, CA 92374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | San Diego | CA | 11/1990 | Present |
| Teachers Financial Services | San Diego | CA | 06/1999 | Present |
| Voya Financial Advisors | San Diego | CA | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2305 HISTORIC DECATUR RD STE 100; SAN DIEGO; CA; 92106; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/1/1990; 0; 0; SALE OF FIXED INSURANCE PRODUCTS| TEACHERS FINANCIAL SERVICES POSITION: SALES NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/1999 ADDRESS: 2305 Historic Decatur Rd, Suite 100, San Diego CA 92106, United States DESCRIPTION: SERVICING OF EXITING ANNUITY CLIENTS WITH VARIOUS OTHER INS. COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-27 |
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