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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds Distributions, Inc. | Irvine | CA | 04/2012 | 07/2019 |
| Mission Retirement Consulting, Inc. | San Diego | CA | 05/2019 | Present |
INDEPENDENT LICENSED INSURANCE AGENT; NON INVESTMENT RELATED; CURRENTLY NO HOURS SPENT ON INSURANCE RELATED ACTIVITIES; SAN DIEGO, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-21 |
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