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Current Employers
Copley Financial Group, Inc.

5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-03
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

5898 Copley Dr. Suite 101, San Diego, CA 92111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Copley Financial Group, Inc. San Diego CA 01/2022 Present
Copley Financial Group, Inc. San Diego CA 01/2015 06/2021
Emerson Equity Llc San Mateo CA 09/2024 03/2026
Senior American Funding, Inc. San Diego CA 01/2015 Present
Heritage Tax & Insurance San Diego CA 01/2015 Present
  • 01/2022 → Present
    San Diego, CA
  • 01/2015 → 06/2021
    San Diego, CA
  • 09/2024 → 03/2026
    Emerson Equity Llc
    San Mateo, CA
  • 01/2015 → Present
    Senior American Funding, Inc.
    San Diego, CA
  • 01/2015 → Present
    Heritage Tax & Insurance
    San Diego, CA
Other Businesses

1)- COPLEY FINANCIAL GROUP, INC., INVESTMENT RELATED, 2650 CAMINO DEL RIO NORTH, STE., 350, SAN DIEGO, CA 92108, REGISTERED INVESTMENT ADVISOR, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT PLANNING, TAX PLANNING, ALTERNATIVE INVESTMENTS, 80 HRS A MONTH, 0 HRS DURING SECURITIES TRADING HOURS, 01/2022 2)-SENIOR AMERICAN FUNDING, INC., INVESTMENT RELATED, 2650 CAMINO DEL RIO NORTH, STE., 350, SAN DIEGO, CA 92108, LOAN COMPANY, LOAN OFFICER, ADVISE ON AND ARRANGE MORTGAGES, AND COORDINATING AS A PART OF HOLISTIC FINANCIAL PLANNING, 15 HOURS MONTHLY, 0 HOURS DURING SECURITIES TRADING HOURS, 01/2015 3)- HERITAGE TAX & INSURANCE, INVESTMENT RELATED, 2650 CAMINO DEL RIO NORTH, STE., 350, SAN DIEGO, CA 92108, FIXED INSURANCE, FIXED ANNUITIES, TAX PLANNING, FINANCIAL PROFESSIONAL,PROVIDE INSURANCE, ANNUITIES, ALTERNATIVE INVESTMENTS, TAX PLANNING, IF NECESSARY AS PART OF THEIR INVESTMENT PORTFOLIO, 70 HOURS MONTHLY, 0 HOURS DURING SECURITIES TRADING HOURS, 01/2015

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-17
  • S63 Uniform Securities Agent State Law Examination
    2024-10-17
Designations
Other Names
  • Kent Hulse

View on SEC IAPD

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