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Marina, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | CA | 12/2012 | 10/2019 |
| Bank Of America, N.A. | Carmel | CA | 06/2013 | 10/2019 |
| Contreras Financial Inc. | Marina | CA | 08/2019 | Present |
I*62225 For profit or not for profit: Non-Profit Organization Name of outside business organization: Rotary International Investment related: N Address of business: Evanston, Illinois 60201 Nature of business: Charitable Organization, Position, title, association: Committee Member, Scholarship Chair Start date of relationship: 7/1/2016 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I am member of the Cannery Row Rotary Club in Monterey, CA. The club's main purpose is to improve the community we live in through volunteer service and fundraising. I am now the fundraising committee chair. Luis Contreras is an insurance agent for various insurance carriers. Mr. Contreras spends about 1-5 hrs per month on insurance services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-12 |
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