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166 Defense Highway Suite 102, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-24 |
Branch Locations
166 Defense Highway Suite 102, Annapolis, MD 21401 • United States
Lake Forest, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purus Wealth Management, Llc | Newport Beach | CA | 08/2016 | 06/2017 |
| Silversage Advisors | Irvine | CA | 11/2017 | Present |
| Geneos Wealth Management | Centennial | CO | 11/2017 | 08/2020 |
| Unemployed | Newport Beach | CA | 07/2017 | 10/2017 |
| Foundation For Financial Education | Rockville | MD | 08/2020 | Present |
| Hf Advisory Group, Llc | Newport Beach | CA | 03/2021 | Present |
RECHELLE DURHAM; INSURANCE AGENT; INVESTMENT RELATED: NO; 1549 PLACENTIA AVE APT 226 NEWPORT BEACH CA 92663 UNITED STATES; SMALL BUSINESS LOCATED IN CALIFORNIA. WORKS CLOSELY WITH FINANCIAL EDUCATION NON PROFIT.; MY DUTIES/RESPONSIBILITIES ARE TO PROVIDE RECOMMENDATIONS AND ASSIST CLIENTS ON THEIR NEEDS FOR LIFE INSURANCE, ANNUITIES, AND LONG TERM CARE INSURANCE.; 2022-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 50;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 25;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-15 |
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