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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Roseville | CA | 07/2008 | 10/2023 |
| Principal Life Insurance Company | Roseville | CA | 07/2008 | 10/2023 |
| Studio 9 Financial And Insurance Services | Roseville | CA | 07/2015 | Present |
| Dc Financial Strategies | Roseville | CA | 05/2022 | Present |
| Osaic Wealth, Inc | Mt Juliet | TN | 10/2023 | Present |
| The Ameriflex Group | Las Vegas | NV | 10/2023 | Present |
1. OUTSIDE INSURANCE. 03/05/2012. BROKER-HEALTH. 2. Fixed Insurance; Investment Related; Roseville, CA; Agent; Sale and service of Fixed life, DI, Annuity, LTC, Supplemental Benefits; Start Date: 08/01/2019; 10 hrs per month; 10 during trading hours. 3. CHURCH FINANCE COMMITTEE POSITION: Member of the finance committee NATURE: Non-Profit (Church) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2905 N Mount Juliet Rd, Mount Juliet TN 37122, United States DESCRIPTION: View and approve finance items for the church. 4. LUCAS DANCY-CABEAL POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2008 ADDRESS: 602 Cooks Hill Rd, Mount Juliet TN 37122, United States DESCRIPTION: Outside Insurance business: Health insurance Life insurance Disability insurance Long-Term Care Insurance Annuities 5. NWF, INC ARTISAN CAPITAL POSITION: IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/30/2025 ADDRESS: 602 Cooks Hill Rd, Mount Juliet TN 37122, United States DESCRIPTION: Financial Planning 6. ARTISANCAP (DBA) POSITION: Financial Professional NATURE: Artisancap is a DBA under/powered by NWF Advisory Group LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 07/20/2026 ADDRESS: 106 S Tarver Ave, Lebanon TN 37122, United States DESCRIPTION: I am a financial professional marketing myself under the DBA Artisancap
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-10 |
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