William Edward Griffith

Current Employers

Employment History

• 12/1986 → Present
  Principal Life Insurance
  Fresno, CA
• 12/1986 → Present
  Principal Securities
  Fresno, CA
• 03/2014 → 10/2018
  James G Parker Insurance Services Inc.
  Fresno, CA
• 11/2017 → Present
  Central Valley Strategic Wealth Management & Insurance Services
  Fresno, CA

Other Businesses

**SEVERAL COMPANIES, LIFE & HEALTH INSURANCE BROKERAGE, INSURANCE COMPANIES WE OCCASIONALLY PLACE BUSINESS WITH. **CENTRAL VALLEY STRATEGIC WEALTH MANAGEMENT, INC. POSITION: Vice President NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/05/2024 ADDRESS: 1010 W Alluvial Ave Ste 111, Fresno CA 93711-5896, United States DESCRIPTION: This is the corporation for our DBA. I am a shareholder. Its primary purposes are to employ our staff, handle our group expenses, and coordinate our marketing efforts. It won't have any income, I won't receive any income from it, it is merely an entity to handle the business expenses and be the employer for our shared staff employees. **CENTRAL VALLEY STRATEGIC WEALTH MANAGEMENT & INSURANCE SERVICES POSITION: Financial Advisor NATURE: Insurance, IAR services, Commission-based, Retirement Services, Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: 1010 W. Alluvial Ave., Suite 111, Fresno CA 93711, United States DESCRIPTION: Insurance, IAR services, Commission-based, Retirement Services, Financial Planning. Only updating DBA because we are adding more financial advisors to our team.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1983-08-04

Designations

Other Names

• Bill Griffith