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1251 N. Manassero St. Suite #405A, Anaheim, CA 92807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-08-22 |
| CA | RA | APPROVED | 2011-05-13 |
Branch Locations
1251 North Manassero Street Suite 405A, Anaheim, CA 92807 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirementadvice | Jka | Anaheim | CA | 05/2011 | Present |
| Keeter Payne Capital Management, Llc | Blue Bell | PA | 08/2014 | Present |
1. 01/23/02 - OUTSIDE SALES OF NON-VARIABLE INS. 2. 06/25/03 - TRUSTEE OF THE KEETER FAMILY TRUST. 3. 01/14/08 - NON-VARIABLE INS DBA JKA INSURANCE AGENCY, FIXED ANNUITIES & FIXED LIFE ONLY, 5% TIME SPENT. 4. 03/24/2011 - REAL ESTATE RENTAL, DZGE, LLC, 1% OF TIME SPENT. 5. Tax Advice | JKA. 3% of time spent. Provides book keeping services. 6. The House the Jack Built, LLC. Less then 1% of time spent. Holding company for real estate and family investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
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