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28202 Cabot Road Suite 425, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-19 |
| TX | RA | APPROVED_RES | 2023-05-19 |
Branch Locations
28202 Cabot Road Suite 425, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Laguna Hills | CA | 05/2008 | 05/2023 |
| The Ehrlich Group Llc Dba Ehrlich Financial Group | Laguna Niguel | CA | 05/2023 | Present |
Insurance Sales. Y. 28202 Cabot Road, Suite 425, Laguna Niguel, CA, 92677. Insurance sales and servicing. Agent. 1 hour per month, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
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