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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-09-21 |
Branch Locations
1901 Harrison Street, Suite 1100, Oakland, CA 94612 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reap Legacy, Inc. | Oakland | CA | 04/2002 | Present |
REAP Legacy, Inc. provides insurance services for individuals and businesses. Primarily annuities, long term care insurance, life insurance and disability insurance. This business is not investment-related. Business address is 1901 Harrison Street,#1100, Oakland, CA 94612. I'm the CEO/Owner of REAP Legacy and started the business April 2002. My duties are marketing and sales of the insurance services. I spend approximately 80 hours per month devoted to the business and approximately 40 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
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