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Hermitage, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matt Sanford Homes | San Francisco | CA | 01/2012 | 01/2021 |
| Independent Insurance Agent | South San Francisco | CA | 05/2018 | Present |
| Csp Financial Group Llc | Scottsdale | AZ | 02/2022 | 01/2024 |
| Balanced Plan Financial Investment Advisors, Inc. | Tustin | CA | 01/2024 | Present |
| World Equity Group, Inc. | San Bruno | CA | 06/2024 | Present |
1) Insurance Agent, Investment Related, 360 ROCKWOOD DRIVE SOUTH SAN FRANCISCO, CA 94080, Insurance Products and Services, 05/2018 2) Licensed General Contractor, Non-Investment Related, 360 ROCKWOOD DRIVE SOUTH SAN FRANCISCO, CA 94080, Home Owner Consulting, 01/2012
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-05 |
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