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Vista, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-03 |
| AZ | RA | APPROVED | 2025-02-27 |
| CA | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 07/2018 | 01/2019 |
| John Hancock Distributors Llc | Boston | MA | 07/2016 | 01/2019 |
| Gwfs Equities | Oceanside | CA | 02/2019 | 01/2022 |
| Stancorp Equities, Inc. | Portland | OR | 01/2022 | Present |
| Krm Advisory Services | Vista | CA | 02/2022 | Present |
In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is a licensed insurance agent of Standard Insurance Company ("SIC"). SEI and SIC are subsidiaries of Standard Financial Group ("The Standard") and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of his time during normal business hours to provide information about the retirement plan-related products ay The Standard to unaffiliated third-party retirement plan service providers, including broker-dealers and investment advisers. 1-KMR Advisory Services,2-investment related, 3-1904 willow Ridge Dr. Vista, CA 92081, 4-registered investment adviser, 5-CEO, 6-CEO/owner 7-3/10/2022, 8-20hrs per month, 9-0hrs during trading hours, 10-investment advisory services Real Estate Agent; Compass Brokers; Real Estate Agent; Is the business investment related: No; Location of the business: 6005 Hidden Valley Road Carlsbad CA 92011 United States; Description of the business: I perform referral based business for real estate transactions with our active agents; Responsibilities Duties: Purely referral based real estate agent business. Refer over friends and family to active agents that can assist with closing home buying/selling transactions; Start date with business: 2026-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; National Sales Director - Non-ERISA Markets; The Standard Insurance Company; Is the business investment related: Yes; Location of the business: 1100 SW 6th Avenue Portland OR 97204 United States; Description of the business: I'm the National Sales Director selling stable value insurance contracts to government entities. ; Responsibilities Duties: travel and actively consult with record keeper and investment advisors on the use of our stable value solution for the benefit of government plan sponsors. ; Start date with business: 2022-01-17; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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