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2140 Professional Drive Suite 250, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-25 |
| CA | RA | APPROVED | 2010-02-16 |
Branch Locations
2140 Professional Drive Suite 250, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Roseville | CA | 03/1995 | 08/2018 |
| National Planning Corporation | Roseville | CA | 12/1998 | 09/2017 |
| St. Clair Financial | Roseville | CA | 02/2010 | Present |
| National Planning Corporation | Roseville | CA | 03/1999 | 09/2017 |
MortgageNudge® (https://mortgagenudge.com/, http://www.debttoolz.com/) not investment-related 2140 Professional Drive, Ste 250, Roseville, CA 95661 technology Owner, CEO 1/29/2004 10 hours per month 5 hours during trading marketing, site design, billing, accounting, and administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-12 |
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