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Madera, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principle Securities, Inc. | Fresno | CA | 02/2013 | 08/2017 |
| Sole Proprietor Dba Gen Next Wealth And Insurance Solutions | Fresno | CA | 05/2017 | 02/2018 |
| Gen Next Wealth, Inc. | Madera | CA | 09/2017 | Present |
| Principle Life Insurance Company | Fresno | CA | 02/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-15 |
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