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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-22 |
Branch Locations
Carmichael, CA • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
5750 Sunrise Blvd Ste. 200-F, Citrus Heights, CA 95610 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wealth Watch Advisors Llc | Rockledge | FL | 08/2016 | 08/2017 |
| Horter Investment Management | Cincinnati | OH | 08/2017 | 08/2019 |
| Robin Hood Financial | Gold River | CA | 10/1978 | Present |
| The Eagle Team | Woodbury | MN | 01/2008 | Present |
| Federal Benefit Workshop | Gold River | CA | 01/2008 | Present |
| Estate Planning | Gold River | CA | 01/1998 | Present |
| Retirement Wealth Advisors, Inc. | Gold River | CA | 08/2019 | Present |
ROBIN HOOD FINANCIAL; INVESTMENT RELATED; 2377 GOLD MEADOW WAY, STE. 100, GOLD RIVER CA 95670; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 10/1978; 55 HOURS/MONTH DEVOTED; 41 HOURS/MONTH ; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. FEDERAL BENEFIT WORKSHOPS; NON INVESTMENT RELATED; 2377 GOLD MEADOW WAY, STE. 100, GOLD RIVER CA 95670; FEDERAL BENEFIT EDUCATION; OWNER; STARTED 01/2008; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER EDUCATIONAL COURSES TO FEDERAL BENEFIT EMPLOYEES ABOUT THEIR BENEFITS. THE EAGLE TEAM; INVESTMENT RELATED; 563 BIELENBERG DRIVE, #105, WOODBURY, MN 55125; INSURANCE; INSURANCE AGENT; STARTED 01/2008; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. ESTATE PLANNING; NON INVESTMENT RELATED; 2377 GOLD MEADOW WAY, STE. 100, GOLD RIVER CA 95670; ESTATE PLANNING; OWNER; STARTED 01/1998; 16 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ASSIST CLIENTS WITH CREATING TRUSTS BASED ON ESTATE PLANS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-14 |
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