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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-24 |
Branch Locations
1410 Rocky Ridge Dr Ste 330, Roseville, CA 95661 • United States
Auburn, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Roseville | CA | 12/2022 | Present |
| Mml Investors Services Llc | Roseville | CA | 01/2023 | Present |
| Amazing Facts International | Roseville | CA | 02/2008 | 04/2023 |
(1) NAME: MARK TEH AND KAYA TEH, TRUSTEES INV REL: Y ADD: RESIDENTIAL NATURE: WE ARE RENTING THE GUEST QUARTERS OF OUR PERSONAL RESIDENCE POSITION: PROPERTY OWNER START DATE: 01/01/2023 NO HRS/MO: 1 NO HRS.MO DUR TRADING:1 DUTIES: RENTING OUT OUR GUEST QUARTERS (2) NAME: ESTATE PLAN DESIGN CENTER INV REL: Y ADD: 2999 DOUGLAS BLVD, SUITE 180 ROSEVILLE CA 95661 NATURE: ESTATE PLANNING LEGAL SERVICES POSITION: OWNER/ATTORNEY START DATE: 5/01/2021 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 0 DUTIES: OVERSEE THE OPERATIONS OF THE LAW FIRM AND COUNSEL CLIENTS AND DRAFT THEIR ESTATE PLANNING DOCUMENTS (3) NAME: MARK TEH INV REL: Y ADD: RESIDENTIAL NATURE: LIFE, DI, LTC, FIXED ANNUITIES AND HEALTH INSURANCE POSITION: INSURANCE AGENT START DATE: 9/1/2023 NO HRS/MO: 1 NO HRS/ MO DUR TRADING: 1 DUTIES: RESEARCH, SOLICIT, SELL AND SERVICE INSURANCE POLICIES (4) NAME: GENERATIONAL GIFTING CONCEPT (GGC) INV REL: Y ADD: 1410 ROCKY RIDGE DRIVE, SUITE 330, ROSEVILLE, CA 95661 NATURE: INSURANCE BASED EDUCATIONAL RESOURCE, LEAD GENERATION POSITION: GGC PRACTIONER START DATE: 04/01/2026 NO HRS/MO: 5 NO HRS/ MO DUR TRADING: 5 DUTIES: PROVIDE EDUCATIONAL CONTENT AND CONVERSATIONS TO FAMILIES LOOKING TO IMPLEMENT GENERATIONAL GIFTING STRATEGY FOR CHILDREN/GRANDCHILDREN UTILIZING DIVIDEND PAYING CASH VALUE WHOLE LIFE INSURANCE AS THE MAIN GIFTING VEHICLE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
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