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Penn Valley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-08-03 |
| CA | RA | APPROVED | 1998-06-03 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gebhart & Associates, Inc | Fallbrook | CA | 03/1998 | Present |
| Fallbrook Public Utility Board | Fallbrook | CA | 12/2006 | Present |
(1) INSURANCE AGENT -EMPLOYED FROM 06/80-CURRENT AT 301 N. VINE STREET, FALLBROOK, CA 92028; NOT INVESTMENT RELATED; OUTSIDE INSURANCE SALES, APPROXIMATELY 10% TIME SPENT, OFFERS LIFE, ACCIDENT, HEALTH, P & C, FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-26 |
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