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Filice Retirement Services CRD 135984
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1762 Technology Drive Suite 128, San Jose, CA 95110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
Branch Locations
1762 Technology Drive Suite 128, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen Financial Dba Filice Retirement Services | San Jose | CA | 03/2022 | Present |
| Filice Insurance Company | San Jose | CA | 02/2021 | 03/2022 |
| Advanced Nutrients | Los Angeles | CA | 09/2019 | Present |
| Double-Time Entertainment | Simi Valley | CA | 10/2017 | 11/2020 |
| T.G.I. Friday's | Simi Valley | CA | 09/2010 | 09/2018 |
Ca. Insurance Agent - License Number 4175644 Sole Proprietor - 1037 Chagall Way, San Jose, CA 95138 Owner - Life and Health Insurance Sales Start date 01/2022 - 1 hour a week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-18 |
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