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708 Montgomery Street, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Investment Managment, Llc | Tucson | AZ | 05/2016 | 05/2018 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 03/2015 | 05/2018 |
| Allstate Insurance Company | Greenville | SC | 05/2018 | 05/2019 |
| Assure Source | Franklin | TN | 01/2013 | 12/2017 |
| Self-Employed Insurance Agent | Greenville | SC | 07/2017 | Present |
| Northstar Financial & Retirement Planning, Llc | Greenville | SC | 07/2020 | Present |
| Delta Investment Management, Llc | Greenville | SC | 08/2021 | Present |
NorthStar Financial & Retirement Planning, LLC, Investment-Related, 113 Whitsett Street, Greenville, SC 29601, Insurance Sales, Medicare Consultant, Start Date: 07/2020, Hours Dedicated: 40 hours per month (20 hours per month during trading hours) Duties: Advise and enroll in Medicare Plans. Insurance Agent (self-employed), non-investment related, 113 Whitsett Street, Greenville, SC 29601, Insurance Agent, Start Date: 07/2017, Hours Dedicated: 120 hours per month (90 hours per month during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-10 |
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