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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-18 |
| CA | RA | APPROVED | 2018-05-17 |
Branch Locations
4675 Macarthur Court Suite 590, Newport Beach, CA 92660 • United States
411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Group Llc | Oakland | CA | 05/2014 | 08/2020 |
| Ae Financial Services, Llc | Topeka | KS | 08/2020 | 02/2025 |
| Liberty Wealth Management, Llc | Oakland | CA | 05/2018 | Present |
| Lifetime Planning And Marketing, Inc | Oakland | CA | 05/2014 | Present |
Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 05/2014 Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-11 |
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