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Account
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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-05-20 |
Branch Locations
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Concord, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Investors Company | San Ramon | CA | 05/2013 | Present |
| William Guthreau, Insurance Agent | Concord | CA | 07/2001 | Present |
WILLIAM GUTHREAU, INSURANCE AGENT; NOT INVESTMENT-RELATED; 5007 FEDSCO DR., CONCORD, CA 94521; LIFE, DISABILITY AND LONG TERM CARE INSURANCE SALES; APPOINTED AGENT; START DATE 7/2001; APPROX. 10 HOURS/MONTH DEVOTED TO THIS BUSINESS; 10 HOURS/MONTH DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; I ACT AS AN ADVISOR TO HELP CLIENTS TO SELECT THE APPROPRIATE TYPE AND AMOUNT OF LIFE, DISABILITY AND LONG TERM CARE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-13 |
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