Eric Robert Haupt

Current Employers

Employment History

• 06/1975 → Present
  Reliastar - Resolution Life
  Arlington, VA
• 09/1985 → Present
  Haupt Insurance Services
  Agura Hills, CA
• 09/1988 → Present
  American Military Family Assoc.
  Agoura Hills, CA
• 03/2009 → Present
  Eric R Haupt
  Agoura Hills, CA
• 05/2008 → Present
  Computer Health Insurance
  Agoura Hills, CA
• 05/2026 → Present
  St Mary Magdalen Church
  Camarillo, CA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Agoura Hills, CA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-03-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Windsor, CT
  Agoura Hills, CA
  Las Vegas, NV
  Las Vegas, NV
  Windsor, CT

Other Businesses

(1) NAME OF ENTITY: Haupt Insurance Services, Inc; Yes; 30423 CANWOOD ST STE 114; AGOURA HILLS; CA; 91301; DBA; part owner; 9/1/1985; 60; 60; DBA for insurance and fixed sales| (2) NAME OF OTHER BUSINESS: FRIENDS OF THE AGOURA HILLS LIBRARY; INVESTMENT RELATED: NO; ADDRESS: 29901 LADYFACE COURT BOOK CELLAR AGOURA HILLS, CA 91301; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE THE TOTAL OPERATION OF THE FRIENDS ORGANIZATION AND THE BOOK CELLAR; (3) NAME OF ENTITY: Eric R Haupt; No; 30423 CANWOOD ST #114; AGOURA HILLS; CA; 91301; rental property; owner; 3/1/2009; 4; 4; manage office condo property| (4) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 30423 CANWOOD ST STE 114; AGOURA HILLS; CA; 91301; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/1/1975; 25; 25; SALES OF FIXED INSURANCE PRODUCTS| (5) NAME OF ENTITY: Computer Insurance Services; No; 30423 CANWOOD ST STE 114; AGOURA HILLS; CA; 91301; Health Insurance; Independent Insurance Agent; 3/1/2009; 4; 4; Sales of Health Insurance Products| (6) NAME OF ENTITY: Canwood Insurance Services; No; 30423 CANWOOD ST STE 114; AGOURA HILLS; CA; 91301; Insurance Product; owner; 3/1/2009; 1; 1; Sales of Fixed Insurance Products, LTC, Health, Disability| (7) NAME OF ENTITY: Computer Health Insurance; No; 30423 CANWOOD ST STE 114; AGOURA HILLS; CA; 91301; Health Insurance Sales; agent; 5/1/2008; 4; 4; Sales of Health Insurance| (8) NAME OF ENTITY: Eric R Haupt; No; 30423 CANWOOD ST #114; AGOURA HILLS; CA; 91301; online quote system; owner; 6/1/2008; 8; 8; screen calls, provide formal quotes after client requests additional information| (9) NAME OF OTHER BUSINESS: ST MARY MAGDALEN CHURCH INVESTMENT RELATED: NO ADDRESS: 2532 VENTURA BLVD CAMARILLO CA 93010 NATURE OF BUSINESS: RELIGIOUS START DATE: 5/20/2026 POSITION/TITLE/RELATIONSHIP: VOLUNTEER, EM AND SACRISTAN APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SETUP MASS AND DISTRIBUTION OF HOLY COMMUNION

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-29
• S63 Uniform Securities Agent State Law Examination
  1995-10-26

Other Names

• Rick Haupt