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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-27 |
Branch Locations
7225 Fair Oaks Blvd, Carmichael, CA 95608 • United States
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Gold River | CA | 02/2014 | 05/2017 |
| Pruco Securities, Llc. | Roseville | CA | 12/2021 | 06/2024 |
| Adt Home Security | Sacramento | CA | 11/2021 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 06/2024 | Present |
| Lincoln Financial Group | Folsom | CA | 01/2021 | 12/2021 |
| The Prudential Insurance Company Of America | Roseville | CA | 05/2017 | 01/2021 |
| Pruco Securities Llc | Roseville | CA | 05/2017 | 01/2021 |
| William Cering Real Estate Brokers | Sacramento | CA | 08/2004 | 06/2017 |
| Prudential Insurance Company Of America | Roseville | CA | 12/2021 | 06/2024 |
REAL ESTATE LICENSE; NOT INV RELATED; STATE OF CALIFORNIA; START DATE 8/31/2002; 1 HOUR PER MONTH; 0 DURING TRADING; CONTINUING EDUCATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2009-03-30 |
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