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1067 Fm 306 Ste 202, New Braunfels, TX 78130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| CA | RA | APPROVED | 2017-05-09 |
Branch Locations
1067 Fm 306 Ste 202, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regent Financial & Insurance Services, Llc | Morgan Hill | CA | 02/2009 | 09/2021 |
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2010 | 09/2017 |
| Regent Wealth Advisory, Llc | Morgan Hill | CA | 11/2016 | 09/2021 |
| Authentikos Advisory, Llc | Morgan Hill | CA | 09/2021 | Present |
| Authentikos Financial & Insurance Services, Llc | Morgan Hill | CA | 09/2021 | Present |
Authentikos Financial & Insurance Services, LLC (previously Regent Financial & Insurance Services, LLC) - Agent - 1295 East Dunne Ave, Suite 215, Morgan Hill, CA 95037 - Authentikos Financial handles Life Insurance, Annuities, and Long Term Care Insurance. I am an agent / owner of the company. Start date was 02/2009. Duties include sales as a licensed life agent for annuities, life insurance, and long term care policies. Ownership related duties for general business management and staff management. Total time is approximately 65 hours per month, among those 65 hours about 35 hours are during trading hours. Action Today, LLC - Owner - Business pays for marketing expenses related to Authentikos Advisory and Authentikos Financial. Start date: 12/2020. Total time spend is approximately 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-17 |
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