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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-28 |
| PA | RA | APPROVED | 2025-03-28 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
1042 Columbia Ave., Sinking Spring, PA 19608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Center Valley | PA | 04/2006 | 03/2025 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2013 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Thepartners Wealth Management | Carmel-By-The-Sea | CA | 03/2025 | Present |
1. WILLIAM KRAUSE INSURANCE AGENT POSITION: Financial Consultant NATURE: LIFE, P&C, HEALTH INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1980 ADDRESS: 1765 Elbow Lane, ALLENTOWN PA 18103, United States DESCRIPTION: Servicing and selling to clients 2.COACTIVE WEALTH STRATEGISTS LLC - EMPLOYS SALES STAFF AND SUPPORTING ADMINISTRATIVE STAFF INVOLVED IN THE PROCESSING OF BUSINESS DONE THROUGH APFS, APA, INSURANCE COMPANIES, AND OTHER APPROVED PRODUCT SOURCES. START DATE: 10/2013. 11/22/13
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-27 |
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