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Clovis, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clovis Unified School District | Clovis | CA | 09/2022 | Present |
| Clovis Unified School District | Clovis | CA | 11/2019 | Present |
| California State University, Fresno | Fresno | CA | 08/2018 | 05/2022 |
| Clovis East High School | Clovis | CA | 08/2014 | 06/2018 |
| Bolt Wealth Management Llc | Clovis | CA | 11/2022 | Present |
2022-Present: Independent Insurance agent/Insurance Related/Clovis, CA/Licensed insurance agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 5% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-18 |
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