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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-31 |
| CA | RA | APPROVED | 2017-07-18 |
Branch Locations
3853 Legion Lane, Los Angeles, CA 90039 • United States
1030 Nevada St Ste 203, Redlands, CA 92374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shared Insurance Solutions | Los Angeles | CA | 08/2010 | Present |
| Voya Financial Advisors | Los Angeles | CA | 09/2014 | Present |
NAME OF ENTITY:Shared Insurance Solutions, Inc.; Yes; 3853 LEGION LANE; LOS ANGELES; CA; 90039; Selling, servicing of health, life and annuity insurance products; Employee; 8/1/2010; 130; 100; Responsible for selling insurance product, helping with the underwriting and reviewing with clients and their insurance programs.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 3853 LEGION LANE; LOS ANGELES; CA; 90039; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/15/2013; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-07 |
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