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Camarillo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantage Financial Consultants | Camarillo | CA | 08/1991 | Present |
| California State University Northridge | Northridge | CA | 08/2016 | Present |
| Self-Employed | Camarillo | CA | 12/1993 | Present |
| Information Management Systems | Oxnard | CA | 07/2013 | 12/2016 |
Sole proprietor - Tax Preparer, approx. 40-60 hrs/mo during tax season, 2-3 hrs/during trading hours. Instructor (employee) - California State University Northridge,24-48 hrs/mo during semester, 2-3hrs twice/week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-17 |
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