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15 W 38Th St. #704, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-26 |
| CA | RA | APPROVED | 2026-03-25 |
| ID | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vfg Securities, Inc. | Culver City | CA | 11/2012 | 10/2016 |
| Vfg Advisors Inc. | Culver City | CA | 01/2013 | 10/2016 |
| Bank Of America, N.A. | Santa Clarita | CA | 10/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Clarita | CA | 11/2016 | 06/2019 |
| Guardian Life Insurance Company Of America | Los Angeles | CA | 07/2020 | 08/2024 |
| Park Avenue Securities, Llc | Los Angeles | CA | 08/2020 | 06/2024 |
| Unemployed | Los Angeles | CA | 08/2019 | 06/2020 |
| Mml Investors Services, Llc | Bellingham | WA | 10/2024 | 09/2025 |
| Massmutual Life Insurance Co | Bellingham | WA | 08/2024 | 09/2025 |
| American United Life | Bellingham | WA | 11/2025 | Present |
| Oneamerica Securities | Bellingham | WA | 12/2025 | 03/2026 |
| Stirlingshire Investments Ria Llc | New York | NY | 03/2026 | Present |
| Stirlingshire Investments Bd Llc | New York | NY | 03/2026 | Present |
| N/A | Bellingham | WA | 09/2025 | 12/2025 |
1. Simplicity Minneapolis Annuity's; Yes; 3600 American Blvd W Ste. 700 Minneapolis, MN 55431; Financial services marketing and advisory firm; Agent; Start Date: 01/01/2025; 4-6hrs per month; 0 hr during trading hours; Review best product to fulfill client needs, whether that be risk free accumulation or guaranteed life time distribution. 2. Elite Financial Insurance Group, LLC; Yes; 3100 Mowry Ave., Ste 407 Fremont, CA 94538; Financial services agency; Insurance Agent for Life Insurance and LTC products; Start Date: 01/01/2025; 4-6 hours per month; 0 hr during trading hours; Supplemental Life Insurance needs and LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
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