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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-05 |
Branch Locations
5743 Corsa Ave. Suite 109, Westlake Village, CA 91362 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Washington | DC | 04/2011 | 04/2017 |
| California Educators Financial & Insurance Services | Woodland Hills | CA | 04/2017 | Present |
| Retirement Wealth Advisors | Woodland Hills | CA | 01/2022 | Present |
- California Educators Financial & Insurance Services - Investment Related -21550 Oxnard St. Suite 490, Woodland Hills, CA 91367 - Life and Annuity Insurance Sales - Insurance Agent/case design - started 04/2017 - Spend about 3 hours a day, about 90 hours a month - Spend 0 hours during trading hours - I sell life and annuity contracts and occasional case design.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
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