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Valley Center, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cs Planning Corp | Solana Beach | CA | 08/2016 | Present |
| Amy T. Sharp, Cfp, Llc | Solana Beach | CA | 07/2016 | Present |
1) OWNER OF RENTAL PROPERTY, INVESTMENT RELATED, CONDUCTED FROM 9840 N WESTERN FORK TRL, TUCSON, AZ 8572. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS RENTAL PROPERTY, MY POSITION IN THE ORGANIZATION IS OWNER OF PROPERTY. RENTAL PROPERTY INCOME BEGAN IN 8/2007, 0 HOURS ARE DEVOTED TO THIS BUSINESS PER WEEK AND 0 HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH. 2) FIXED INSURANCE SALES, INVESTMENT RELATED, CONDUCTED FROM 440 STEVENS AVENUE, SUITE 200, SOLANA BEACH, CA 92075. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS FIXED INSURANCE SALES, MY POSITION IN THE ORGANIZATION IS AGENT. JULY 2015 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 5 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 0 OF HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH. 4) MEDICARE SUPPLEMENT/ADVANTAGE SALES, NON-INVESTMENT RELATED, CONDUCTED FROM 440 STEVENS AVENUE, SUITE 200, SOLANA BEACH, CA 92075. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS MEDICARE SUPPLEMENT/ADVANTAGE SALES, MY POSITION IN THE ORGANIZATION IS AGENT, THE DUTIES OF THIS POSITION ARE AGENT FOR SALES OF MEDICARE SUPPLEMENTS AND ADVANTAGE PLANS. OCT 2015 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 1.5 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 5 HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH. 5) FAMILY CHOCOLATE BUSINESS, AMY'S BEST SUGER-FREE CONFECTIONS, NON-INVESTMENT RELATED, CONDUCTED FROM 440 STEVENS AVE, SUITE 200, SOLANA BEACH, CA 92075. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS CHOCOLATE AND SWEETENER PRODUCTION, MY POSITION IN THE ORGANIZATION IS CO-OWNER. 02/2016 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 10 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 0 HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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