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2950 Buskirk Ave. Suite 150, Walnut Creek, CA 94597 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-04-02 |
Branch Locations
2950 Buskirk Ave. Suite 150, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael S. Ginsberg, Cfp, Llc | Walnut Creek | CA | 03/2012 | Present |
| Insurance Agent | Walnut Creek | CA | 05/2005 | Present |
| East Bay College Planning | Walnut Creek | CA | 09/2013 | 04/2024 |
1. MAY 2005 - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES FOR TERM & LTC; 5 HOURS A MONTH; NONE DURING TRADING HOURS; NON INVESTMENT RELATED; 2950 BUSKIRK AVE, SUITE 150, WALNUT CREEK, CA 94597 2. JULY 2023- GLEN COVE HARBOR HOMEOWNERS ASSOCIATION; 1 HOUR PER MONTH; TREASURER AND MEMBER OF THE BOARD OF DIRECTORS; NON INVESTMENT RELATED; HOA TREASURER, REVIEW EXPENSES AND MONTHLY FINANCIAL STATEMENTS;71 SHOAL DRIVE EAST, VALLEJO, CA 94591
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-02 |
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