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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-19 |
Branch Locations
3244 Brookside Rd. Suite 140, Stockton, CA 95219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Insurance | Stockton | CA | 10/2008 | Present |
| Global Asset Management Group, Inc. | Longwood | FL | 08/2014 | 10/2020 |
| Fusion Capital Management | Dallas | TX | 10/2020 | Present |
PLATINUM INSURANCE NON-INVESTMENT RELATED INSURANCE SALES LIFE, HEALTH, FIXED, AND FIXED INDEXED ANNUITY SALES. 240 HOURS PER MONTH DEVOTED TO THE INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-04 |
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