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542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-08 |
Branch Locations
5260 N. Palm Avenue, Suite 320, Fresno, CA 93704 • United States
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason Financial & Insurance Services | Fresno | CA | 03/2002 | 03/2018 |
| Phi Beta Kapital Investments, Inc. | Fresno | CA | 09/2014 | 03/2017 |
| Retirement Wealth Advisors | Fresno | CA | 03/2017 | 07/2020 |
| Fresno Financial Advisors | Fresno | CA | 03/2018 | Present |
| American Retirement Institute | Fresno | CA | 06/2019 | Present |
| Changepath, Llc/Creativeone Wealth, Llc | Leawood | KS | 07/2020 | 09/2022 |
| Resolute Capital Partners | Irving | TX | 09/2020 | Present |
| Motiv8 Investments Llc | Fresno | CA | 09/2022 | Present |
Fresno Financial Advisors (dba) Insurance and annuity sales, Agent since 2002. Commissions vary by insurance company and product. Typical annuity policy pays 7% commission on the total premium paid. Society of Financial Awareness, provide financial education through workshops and seminars beginning 02/2020. I receive no compensation for this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-03 |
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