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Huntington Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2006-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atip, Inc. | Huntington Beach | CA | 05/2014 | Present |
DEAN INSURANCE-19021 HAMDEN LANE, HUNTINGTON BEACH, CA. 92646. THE BUSINESS IS SELLING LIFE INSURANCE, ANNUITIES AND LONG TERM CARE INSURANCE BASED ON CLIENT'S NEEDS AND RISK TOLERANCE-IT IS INVESTMENT RELATED. I AM THE OWNER/AGENT AND IN BUSINESS SINCE 4/1988. I WILL BE DEVOTING APPROXIMATELY 10 HOURS/WEEK-2-4 HOURS PER DAY DURING SECURITY TRADING HOURS. KAM Financial & Realty, Non-investment related, 9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121, Mortgage Loans and Real Estate Sales, Independent Contractor, Loan Originator , Start Date: 8/2016-Present,4 hrsMonth, 1 hr/week during security trading hours. Randy Jacobson is a licensed Real Estate Agent and Loan Originator.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-27 |
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