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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-06 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proctor For The California High School Proficiency Examination | San Rafael | CA | 11/2015 | Present |
| Infinity School | San Rafael | CA | 02/2014 | Present |
| Act | San Rafael | CA | 04/2014 | Present |
| Maria Gregoriev-State Of Va, Pa, And Ca Department Of Insurance | San Rafael | CA | 09/2014 | Present |
| Mckeon Family Limited Partnership | San Rafael | CA | 01/1978 | Present |
| Sat Test Proctor | San Rafael | CA | 03/2016 | Present |
| Stonex Securities Inc | San Rafael | CA | 12/2019 | Present |
| Stonex Advisors Inc | San Rafael | CA | 12/2019 | Present |
1) MCKEON FAMILY LIMITED PARTNERSHIP - INVESTMENT RELATED. 675 CEDARBERRY LANE, SAN RAFAEL, CA 94903. NATURE OF BUSINESS: RENTAL PROPERTY. 12.5% OWNER, POSITION: INVESTOR. STARTED 1978. 0 HRS/WK DURING TRADING HOURS, 1 HRS/WK OUTSIDE OF TRADING HOURS. DUTIES: COLLECT RENTS, PAY TAXES. 2) INFINITY SCHOOL - NON INVESTMENT RELATED. 675 CEDARBERRY LANE, SAN RAFAEL, CA 94903. NATURE OF BUSINESS: TECHNICAL WRITER FOR INSURANCE SCHOOL. 0% OWNER, EMPLOYEE, POSITION: TECHNICAL WRITER. STARTED 2/1/2014. 25 HRS/MONTH, 1 HR/MONTH DURING TRADING HOURS. DUTIES: WRITE COURSE FOR INSURANCE SCHOOL FOR EDUCATION. 3) ACT - NON-INVESTMENT RELATED. 675 CEDARBERRY LANE, SAN RAFAEL, CA 94903. NATURE OF BUSINESS: AS A SUPERVISOR, I PROCTOR THE COLLEGE TESTS FOR ACT AT THE LOCAL HIGH SCHOOL. O% OWNER, SUPERVISOR. STARTED 4/2014. 1 HR/MO, O HR DURING TRADING HOURS. DUTIES: ADMINISTERING AND COLLECTING TESTS FOR COLLEGE BOUND STUDENTS. 4) MARIA GREGORIEV - STATE OF VA, PA, AND CA DEPARTMENT OF INSURANCE - LIFE, HEALTH, DISABILITY & VARIABLE ANNUITY. - INVESTMENT RELATED. 675 CEDARBERRY LANE, SAN RAFAEL, CA 94903. NATURE OF BUSINESS: LIFE INSURANCE SALES. 100% OWNER - INSURANCE AGENT. STARTED: 9/23/14. 10 HRS/MO AND 1 HRS/MO DURING TRADING HOURS. DUTIES: SELLING LIFE INSURANCE PRODUCTS. 5) PROCTOR FOR THE CALIFORNIA HIGH SCHOOL PROFICIENCY EXAMINATION - NON-INVESTMENT RELATED. 675 CEDARBERRY LANE, SAN RAFAEL, CA 94903. NATURE OF BUSINESS: TEST PROCTOR FOR THE CALIFORNIA HIGH SCHOOL PROFICIENCY EXAMINATION. 0% OWNER, POSITION: PROCTOR. STARTED:11/24/15. 6 HRS/MONTH AND 0 HOURS/MONTH DURING TRADE HOURS. DUTIES: PROCTOR FOR THE CALIFORNIA HIGH SCHOOL PROFICIENCY EXAMINATION AT MADRONE HIGH SCHOOL. THIS TEST IS GIVEN SEMI-ANNUALLY ON A GIVEN SATURDAY. 6) SAT TEST PROCTOR- NON-INVESTMENT RELATED. 320 NOVA ALBION, SAN RAFAEL, CA 94903. NATURE OF BUSINESS: TEST PROCTOR FOR SAT. 0% OWNER, POSTION: PROCTOR. STARTED: 3/5/2016. 3 HRS/MONTH AND 0 HRS/MONTH DURING TRADING HOURS. DUTIES: PROCTOR FOR SAT TEST GIVEN TO STUDENTS TO GAIN COLLEGE ENTRANCE. 7) Marin Financial Abuse Specialist Team 10 North San Pedro Road San Rafael, CA 94903 Nature of Business: The mission of the Marin FAST Team is to address elder financial abuse by helping law enforcement investigate financial abuse and prosecute perpetrators, to prevent future elder abuse by education the community about prevention, recognition and stopping the progression of it. Keeping informed of new scams and other financial abuse is key. Investment Related: Non-Investment Related Title: Volunteer Start Date: 07/01/2010 Duties: My duties include preparing packets of brochures from the FTC, the State of California Dept of Business Oversight and Senior Medicare Patrol, etc. I help prepare presentations on educating the community about elder financial abuse. Sometimes I am asked to work on real cases and put together financial spreadsheets with The Marin District Attorney's Office, or the Sheriff, or Adult Protective Services. I attend our scheduled meetings. Hours Devoted to Business: 8-20 Hours Devoted to Business during Market Hours: less than 1 hour
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-23 |
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