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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-08-09 |
Branch Locations
2635 N. First Street, Suite 230, San Jose, CA 95134 • United States
101 Lucas Valley Road, Suite 265, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Investors Company | San Ramon | CA | 03/2010 | Present |
| First Street Insurance | San Jose | CA | 09/2001 | 07/2018 |
| Coordinated Solutions | Milpitas | CA | 02/2010 | 11/2016 |
| American Investors Company | San Ramon | CA | 08/2010 | Present |
| First Street Wealth Advisors | San Jose | CA | 07/2018 | Present |
FIRST STREET WEALTH ADVISORS/JOHN E. LOCOCO; SOLE PROPRIETOR; NOT INVESTMENT RELATED; 2635 N. FIRST STREET, SUITE 230, SAN JOSE, CA 95134; FULL-TIME INDEPENDENT INSURANCE AGENT; START DATE 7/2018;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-10 |
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