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28245 Ave Crocker Suite 100, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-07 |
Branch Locations
28245 Ave Crocker Suite 100, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canady Mfg | San Fernando | CA | 07/2011 | 11/2020 |
| Free Financial | Newhall | CA | 07/2012 | 07/2025 |
| Socal Planners, Inc | Valencia | CA | 07/2025 | Present |
ENGAGED IN TAX PREPARATION AS WELL AS OFFERING THE SALES OF FIXED LIFE INSURANCE AND FIXED ANNUITIES AS PRESIDENT OF SOCAL PLANNERS, INC SINCE 7/23/2025. THESE BUSINESS ACTIVITIES TAKE PLACE AT 28245 AVENUE CROCKER STE 100, VALENCIA, CA 91355. DUTIES IN THESE SERVICES INCLUDE MEETING WITH CLIENTS, SCHEDULING APPOINTMENTS, BUSINESS ADMINISTRATION, AND MARKETING. THESE ACTIVITIES ARE PERFORMED AT VARIOUS HOURS AND IN VARIOUS QUANTITIES DEPENDING ON CUSTOMER DEMAND. APPROXIMATELY 15HR-45HR PER WEEK WITH UP TO 10 HRS PER WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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