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62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-21 |
Branch Locations
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 |
|---|---|---|---|---|
| The Precision Companies | Huntington Beach | CA | 06/2009 | Present |
| Western International Securities, Inc. | Pasadena | CA | 11/2013 | Present |
| Life Planning Advisors, Llc | Bigfork | MT | 08/2024 | Present |
1) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent 2) The Precision Companies; Investment-Related; Insurance / Real Estate / Tax Services; President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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