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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-08-19 |
Branch Locations
1706 Plum Lane Suite 124, Redlands, CA 92374 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Loma Linda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | San Dimas | CA | 07/2014 | Present |
| Nylife Securities, Llc | San Dimas | CA | 03/2015 | Present |
| Brokers International Financial Services | Loma Linda | CA | 01/2016 | Present |
1. Sam Young Financial Services; 26568 Tanager Ct, Loma Linda CA 92354; Sell fixed insurance and annuities; President/CEO; Start 11/2015; 20 hours per month; 0 hours during trading; 2. Loma Linda Chinese Seventh Day Adventist Church; 2565 Van Leuven St Loma Linda, CA 92354; Ministry, Bible Study, Preach; Head Elder; Start 1/2000; 10 hours per month; 0 hours during trading; 3. SEAPAC Innovations; 26568 Tanager CT Loma Linda, CA 92354; IT Consulting; Principal Consultant; Information Technology consulting; 10 hours per month; 0 hours during trading; 4. Life Income Management West Coast Division; 26568 Tanager Ct Loma Linda, CA 92354; Marketing, Retirement Strategy Design, Annuity and Investment Sales; Start 11/2015; 30 hours per month; 30 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-01 |
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