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Hermitage, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balanced Plan Financial | San Diego | CA | 04/2012 | 08/2020 |
| Integrated Financial Partners And Symbiotic Insura | Laguna Hills | CA | 04/2012 | Present |
| Balanced Plan Financial Investment Advisors, Inc. | San Clemente | CA | 08/2020 | Present |
| World Equity Group, Inc. | San Diego | CA | 02/2026 | Present |
1) I am also a Life Insurance Agent and part owner of Symbiotic Insurance Solutions, Inc. This is not investment related. The hours coincide with trading hours along with outside trading hours. 20 hours per week are spent on the insurance sales. These are performed individually as well as through Symbiotic Insurance Solutions, Inc. located at 616 S. El Camino Real, Suite F, San Clemente, CA 92672.) 2) Symbiotic Insurance Solutions; Not Investment related; Address: 28202 Cabot Rd. Suite #300, Laguna Niguel, CA 92677[; Nature of OBA: Life insurance sales; Posn/Title/Relationship: Producer/Secretary; Start Date: 01/10/2012; Approx No of Hrs/Mth: 90Hrs; Approx No of Hrs/Mth during trading hrs: 60 Hrs; Duties: Engage with clients in a life insurance sales process. 3) Rental Real Estate; Not Investment related; Address: 121 Flintlock Drive, Franklin, TN, Posn/Title/Relationship: Owner; Start Date: 04/01/2022; Approx No of Hrs/Mth: 2 Hrs; Approx No of Hrs/Mth during trading hrs: 2 Hrs; Duties: Oversee property managers for investment properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-02 |
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