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333 University Avenue Suite 200, Sacramento, CA 95825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-04-28 |
Branch Locations
333 University Avenue Suite 200, Sacramento, CA 95825 • United States
5250 Claremont Ave., Stockton, CA 95209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Libhart Insurance Services | Stockton | CA | 07/2008 | Present |
| Institute For Wealth Advisors, Inc. | Stockton | CA | 06/2014 | 04/2017 |
| Guanill Wealth Management, Inc. Dba Guanill Wealth Management | Stockton | CA | 04/2017 | Present |
LIBHART INSURANCE SERVICES; INVT REL; 5637 N PERSHING AVE E20, STOCKTON, CA 95207; OWNER/INSURANCE AGENT SINCE 07/2008; INSURANCE SALES; 80 HRS/MO; 80 HR/MO DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-07 |
| S66 | Uniform Combined State Law Examination | 2000-04-26 |
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