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2440 Bert Drive Building 200, Suite 204, Hollister, CA 95023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-08 |
| CA | RA | APPROVED | 2024-05-21 |
| OR | RA | APPROVED | 2024-05-21 |
| TX | RA | APPROVED_RES | 2013-10-23 |
Branch Locations
2440 Bert Drive Building 200, Suite 204, Hollister, CA 95023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Agent | Foster City | CA | 04/2004 | Present |
| Self Employed | Redwood City | CA | 04/1995 | Present |
| Keystone Advisory Group | Burlingame | CA | 09/2013 | Present |
1. Independent Insurance Agent - Sales of Fixed Annuity Insurance Products and Health Insurance Products - 1- 5 hours a month 2. FERS Blueprint - Not investment related - Instructor for Federal employee benefits training on site or virtual at Federal agencies and online prerecorded instructional video program - 20 to 30 hours per month during securities trading hours. 3. Villa-Momo Properties, LLC- Not advisory investment related, Manager, Personal Property Investment - 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-12 |
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