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Current Employers
Bridge The Gap Retirement Planners

2655 First Street, Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
AZ RA APPROVED 2022-07-12
  • CA RA
    APPROVED
    Since 2025-01-02
  • AZ RA
    APPROVED
    Since 2022-07-12

Branch Locations

2655 First Street, Suite 250, Simi Valley, CA 93065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Thousand Oaks CA 05/2016 08/2021
Bridge The Gap Retirement Planners Llc Simi Valley CA 08/2021 Present
  • 05/2016 → 08/2021
    Charles Schwab
    Thousand Oaks, CA
  • 08/2021 → Present
    Bridge The Gap Retirement Planners Llc
    Simi Valley, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-29
S63 Uniform Securities Agent State Law Examination 2014-01-15
  • S66 Uniform Combined State Law Examination
    2016-06-29
  • S63 Uniform Securities Agent State Law Examination
    2014-01-15
Designations

View on SEC IAPD

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