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27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334 • United States
9171 Towne Centre Drive Suite 330, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | San Diego | CA | 08/2014 | 03/2026 |
| Pruco Securities, Llc. | San Diego | CA | 08/2014 | 11/2024 |
| Dickerson Group | Los Angeles | CA | 11/2014 | 11/2024 |
| California Health Benefit Exchange | San Diego | CA | 12/2014 | 11/2024 |
| California Choice | Orange | CA | 08/2017 | 07/2018 |
| Copower | San Mateo | CA | 07/2018 | 12/2022 |
| Lpl Enterprise, Llc | San Diego | CA | 11/2024 | 03/2026 |
| Uhy Wealth Management Ria Llc | Farmington Hills | MI | 04/2026 | Present |
1)12/17/2024- broker health insurance groups and IFP- Non-Variable Insurance-group benefits through my GA- inv. related- at San Diego, CA-start date 01/01/2014- 10hrs/mnth-20hrs during trading 2)12/17/2024- Covered CA IFP and small group - Non-Variable Insurance- broker for health insurance state exchange for IFP via Covered CA- inv. related - at San Diego, CA- start date 01/01/2014- 3hrs/mnth-3hrs during trading 3)12/17/2024- Clairemont Dr Rental - Real Estate Rental- we own a duplex and it is being rented to 2 families- inv. related- at San Diego, CA- Start date 10/01/2018- 2hrs/mnth-2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-06 |
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