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6772 Magnolia Avenue, Riverside, CA 92506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Liberty Group, Llc | Riverside | CA | 04/2005 | Present |
| Tricord Advisors, Inc. | Riverside | CA | 11/2010 | Present |
I AM A LICENSED REAL ESTATE AGENT AND INSURANCE AGENT. I WRITE ANNUITIES, LONG TERM CARE, LIFE INSURANCE AND MAY RECEIVE COMMISSIONS ON REAL ESTATE TRANSACTIONS. WHOLESALE AUTO DEALER LICENSE - SINCE 2007 - 1 HR PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-30 |
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