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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-18 |
Branch Locations
7250 Redwood Blvd Suite 300, Novato, CA 94945 • United States
755 Baywood Drive 2Nd Floor, Petaluma, CA 94954 • United States
Novato, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Watch Advisors Llc | Rockledge | FL | 03/2014 | 03/2017 |
| Ucsf Medical Center | San Francisco | CA | 03/2008 | Present |
| Regal Investment Advisors, Llc | Kentwood | MI | 03/2017 | 07/2019 |
| Wealth Creator, Llc | Novato | CA | 03/2014 | Present |
| The Eagle Team | Waco | TX | 03/2014 | Present |
| Retirement Wealth Advisors, Inc. | Novato | CA | 07/2019 | Present |
| Legacy Lock Llc | Novato | CA | 08/2019 | 09/2023 |
| Prepare Institute | Novato | CA | 08/2019 | 09/2023 |
EAGLE TEAM FINANCIAL; INVESTMENT RELATED; 200 WEST HIGHWAY 6, SUITE 330, WACO, TX 76712; INSURANCE; INSURANCE AGENT; STARTED 03/2014; 16 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. UCSF MEDICAL CENTER; NON INVESTMENT RELATED; 505 PARNASSUS AVE, SAN FRANCISCO, CA 94143; HEALTHCARE; THERAPIST; STARTED 03/2008; 100 HOURS/MONTH DEVOTED; 32 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; RESPIRATORY THERAPIST. WEALTH CREATOR, LLC; INVESTMENT RELATED; 7250 REDWOOD BLVD., SUITE 300, NOVATO CA 94945; INSURANCE; INSURANCE AGENT; STARTED 04/2014; 100 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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