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635 E. Chapman Ave., Orange, CA 92866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2023-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Senior Insurance | Boca Raton | FL | 08/2012 | Present |
| Seeman Holtz Financial | Boca Raton | FL | 07/2015 | 11/2017 |
| The Lady Advisor | Irvine | CA | 03/2017 | Present |
| Guardian Financial Partners, Llc | Orange | CA | 02/2023 | Present |
LICENSED INSURANCE AGENT WITH NATIONAL SENIOR INSURANCE AS OF AUGUST 2012. I SPENT APPROX 35 HRS PER WEEK IN THIS ROLE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-02 |
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