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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-30 |
| CA | RA | APPROVED | 2017-07-24 |
Branch Locations
4675 Macarthur Court Suite 1050, Newport Beach, CA 92660 • United States
Irvine, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Irvine | CA | 06/2013 | 04/2017 |
| Mutual Of Omaha | Irvine | CA | 10/2012 | 04/2017 |
| Massmutual Life Insurance Company | Newport Beach | CA | 04/2017 | Present |
| Mml Investors Services, Llc | Newport Beach | CA | 07/2017 | Present |
NAME: CHASE SKISTIMAS INV REL: Y ADD: 4675 MACARTHUR COURT SUITE 1050 NEWPORT BEACH CA 92660 NATURE: INDIVIDUAL LIFE/HEALTH, GROUP LIFE/HEALTH, P&C INSURANCE POSITION: SALES START DATE: 6/1/2012 NO HRS/MO: 2 NO HRS/MO DUR TRADING:0 (2) NAME: C & M AESTHETICS, LLC INV REL: Y ADD: 1503 SOUTH COAST DR STE 111 COSTA MESA 92626 NATURE: MANAGEMENT SERVICES ORGANIZATION POSITION: MEMBER START DATE: 2/8/2022 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 0 DUTIES: OVERSEE MANAGEMENT PROCESSES OF ORGANIZATION AND CONSULT WITH OWNERSHIP ON BUSINESS DECISIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-24 |
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