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Catrs Teachers Retirement Services LLC CRD 298801
5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Riverside, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverside Unified School District | Riverside | CA | 08/2005 | 05/2019 |
| Catrs Teachers Retirement Services Llc | Riverside | CA | 09/2018 | Present |
Midland National® Life Insurance Company 8300 Mills Civic Pkwy, West Des Moines, IA 50266 Life Insurance and Annuity products Thomas is an Independent Life and Indexed Annuity Agent Approximate Start date 3-7-26 Devote approximately 5-10 hours per month to this activity. Only Fixed and Indexed annuities will be offered to clients based on suitability. No Variable Annuities will be offered.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-29 |
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