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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| CA | RA | APPROVED | 2018-11-30 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
Pittsburg, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Pittsburg | CA | 10/2000 | Present |
| Lifetime Planning Dba | Pittsburg | CA | 05/2007 | 01/2025 |
1. Independent Insurance Sales /4230 Hillview Drive, Pittsburg, CA 94565/sales & service of life, LTC, disability insurance & annuities and financial planning/independent insurance agent and CFP, Start 7/2013/10 Hours per month. 2. Board Member, Pittsburg Chamber of Commerce, 745 Railroad Avenue, Pittsburg, CA 94565, not investment related, 07/2016, 1-2 hrs per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-29 |
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