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5500 Ming Ave Suite 265, Bakersfield, CA 93309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-31 |
| NV | RA | APPROVED | 2026-03-31 |
Branch Locations
5500 Ming Ave Suite 265, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Bakersfield | CA | 06/2013 | 05/2019 |
| Mml Investors Services Llc | Bakersfield | CA | 07/2013 | 05/2019 |
| Guardian Life Insurance Company | Beverly Hills | CA | 05/2019 | 08/2019 |
| Park Avenue Securities | Beverly Hills | CA | 05/2019 | 08/2019 |
| Guardian Life Insurance | Bakersfield | CA | 07/2019 | 04/2022 |
| Park Avenue Securities | Bakersfield | CA | 07/2019 | 04/2022 |
| Guardian Life Insurance Company | Beverly Hills | CA | 08/2019 | 06/2020 |
| Park Avenue Securities | Beverly Hills | CA | 08/2019 | 06/2020 |
| Guardian Life Insurance Company | Encino | CA | 06/2020 | 02/2022 |
| Park Avenue Securities | Encino | CA | 06/2020 | 02/2022 |
| Guardian Life Insurance Company | San Ramon | CA | 02/2022 | 04/2022 |
| Park Avenue Securities | San Ramon | CA | 02/2022 | 04/2022 |
| Applied Wealth Management | Bakersfield | CA | 04/2022 | Present |
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS APPROX 15 HRS/MTH AND 10 HRS/MTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-08 |
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