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6465 San Pablo Ave. 1-1, Oakland, CA 94608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| In Touch Financial Services | Oakland | CA | 04/2010 | Present |
1. 08/09/04 - INVOLVED W/ MORTGAGE ORIGINATION. 2. 08/09/04 - INVOLVED AS A REAL ESTATE BROKER. 3. 06/02/06 - IN TOUCH INVESTMENTS / NON-VARIABLE INSURANCE DBA / 5915 FREMONT ST., STE.B, OAKLAND, CA 94608 4. 03/18/08 - REAL ESTATE RENTAL, MICHAEL J GRANT, MY LONG TERM PARTNER CO-OWN MY PRIMARY RESIDENCE TOGETHER, WHICH IS A TRIPLEX, IN WHICH WE RENT OUT 2 OF THE 3 UNITS, 5% TIME SPENT. 5. 11/11/09 - IN TOUCH INVESTMENTS, THIS IS THE BUSINESS NAME FOR HER MORTGAGE BROKERAGE SERVICES. THIS HAS BEEN APPROVED SINCE 2004, SEE PRIOR APPROVAL. 6. 12/16/09- IN TOUCH FINANCIAL SERVICES (ITFS), DBA ONLY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-11 |
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