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30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2021-01-04 |
Branch Locations
30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
Westlake Village, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hippocratic Financial Advisors Llc | Westlake Village | CA | 11/2013 | Present |
| Hippocratic Insurance Services | Westlake Village | CA | 02/2014 | Present |
| Advanced Practice Advisors | Del Mar | CA | 03/2015 | 06/2018 |
(1) HIPPOCRATIC INSURANCE SERVICES, 26050 ACERO, SUITE 313, MISSION VIEJO, CA 92691; NATURE OF BUSINESS: INSURANCE AGENCY; NOT INVESTMENT RELATED; STARTED 02/01/2014; VARIABLE HOURS PER MONTH DURING TRADING HOURS; POSITION-PARTNER; CLIENT INVOLVEMENT-HIS HANDLES CLIENT PROPERTY & CASUALTY, DISABILITY AND FIXED LIFE INSURANCE PLACED THROUGH OHIO NATIONAL OR PACIFIC LIFE;DUTIES; PARTNER INVOLVED IN ALL ASPECTS OF THE BUSINESS; COMPENSATION-COMMISSIONS GENERATED THROUGH THE SALE OF INSURANCE PRODUCTS. HIS REFERS CLIENTS TO HFA WITHOUT COMPENSATION. HIS RECEIVED REFERRAL COMPENSATION FOR REFERRING PHYSICIANS TO CLIENTS SPECIFIC MORTGAGE BROKERS WITH ACCESS TO SPECIALIZED LOAN PROGRAMS FOR PHYSICIANS. (2) HIPPOCRATIC FAMILY OFFICES, LLC, 30700 RUSSELL RANCH ROAD SUITE 250, WESTLAKE VILLAGE, CA 91362; NATURE OF BUSINESS: COMPUTER AND INFORMATION TECHNOLOGY CONSULTING FIRM; NOT INVESTMENT RELATED; START 07/17/2018; 0 - 5 HOURS PER MONTH; POSITION-OWNER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-06 |
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