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840 Apollo St Ste. 100, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
840 Apollo St Ste. 100, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| V.W. Financial Insurance Servies | San Diego | CA | 11/2002 | Present |
| Legacy Legal Services | San Diego | CA | 07/2003 | Present |
| Retirement Planners | Cerritos | CA | 06/2005 | Present |
| Shareholders Service Group | San Diego | CA | 02/2019 | Present |
| Ria | Los Angeles | CA | 10/2015 | 02/2019 |
INSURANCE AGENT, NON INVESTMENT RELATED. 8880 RIO SAN DIEGO CA 800 SAN DIEGO CA. NATURE OF BUSINESS LIFE INSURANCE. APPOX 5 HRS A WEEK STARTED 11/2002 NO SECURITIES TRANSACTIONS DONE. LEGACY LEGAL SERVICES NON INVESTMENT RELATED 2566 SAN CLEMENTE TERRACE SAN DIEGO CA 92122. STARTED 07/2003. POSITION NOTARY. I DEVOTED 5 HRS A WEEK RETIREMENT PLANNERS-INVESTMENT RELATED, 18000 STUDEBAKER RD, STE 700, CERRITOS; RIA (OWNER), BEGAN 10/15/05, 20 HOURS PER WEEK, DUTIES INCLUDE WORKING AS A FEE BASED PLANNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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