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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-05 |
| TN | RA | APPROVED | 2021-10-22 |
| CA | RA | APPROVED | 2009-04-07 |
Branch Locations
2540 Douglas Blvd. Suite #300, Roseville, CA 95661 • United States
Clinton, TN • United States
4 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 |
|---|---|---|---|---|
| Self-Employed | Sacramento | CA | 12/2008 | Present |
1. DOBBS INSURANCE, AGENT, SINCE 1/10/2009, AT 2200 DOUGLAS BLVD., SUITE 110A, ROSEVILLE, CA 95661, LIFE INSURANCE, TAKE APPLICATIONS, WORK WITH UNDERWRITING, AND DELIVER THE POLICIES, DEVOTED TIME IS 4 HRS A MONTH, NON-INVESTMENT RELATED. 2. SWAN FINANICAL SERVICES, NON-INVESTMENT RELATED, 2450 DOUGLAS BLVD., SUITE 200, ROSEVILLE, CA 95661, DBA FOR BRANDING PURPOSES ONLY, SINCE 10/29/2020.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-09-21 |
| S66 | Uniform Combined State Law Examination | 2004-08-24 |
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