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Current Employers
Hippocratic Financial Advisors

30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
TX RA APPROVED 2021-01-04
  • CA RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2021-01-04

Branch Locations

30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States

Westlake Village, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2013 → Present
    Hippocratic Financial Advisors Llc
    Westlake Village, CA
  • 02/2014 → Present
    Hippocratic Insurance Services
    Westlake Village, CA
  • 03/2015 → 06/2018
    Advanced Practice Advisors
    Del Mar, CA
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-03-06
  • S63 Uniform Securities Agent State Law Examination
    2014-03-06
Designations

View on SEC IAPD

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