John Albert House

Current Employers

Employment History

• 02/1984 → Present
  Connecticut General Life Insurance Compa
  Bloomfield, CT
• 08/1985 → Present
  John House, Individually
  Minneapolis, MN
• 01/2013 → 06/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/1993 → 06/2020
  Advisornet Wealth Management
  Minneapolis, MN
• 04/2014 → Present
  Mastertech Financial Advisors, Inc
  Minneapolis, MN
• 06/2020 → 01/2024
  Woodbury Financial Services Inc
  Rancho Santa Fe, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Escondido, CA

Previous Registrations

• 2020-06-30 → 2024-01-19
  Woodbury Financial Services, Inc.
  San Diego, CA
  Rancho Santa Fe, CA
  Escondido, CA
• 2001-10-31 → 2020-07-01
  Cetera Wealth Services, Llc
  Scottsdale, AZ
  Rancho Santa Fe, CA
  Phoenix, AZ
• 2003-03-25 → 2020-06-30
  Advisornet Wealth Partners
  Scottsdale, AZ

Other Businesses

1. MASTERTECH FINANCIAL ADVISORS, INC. POSITION: President & CEO NATURE: Sub Chapter S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 02/01/1997 ADDRESS: 6119 La Granada, Suite C #2151, Rancho Santa Fe CA 92067, United States DESCRIPTION: DBA for my Financial Advisory Business 2. EXIT PLANNING INSTITUTE (EPI) POSITION: Board Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2017 ADDRESS: 10251 Vista Sorrento Pkwy, Suite 250, San Diego CA 92121, United States DESCRIPTION: Help Advisors and Business understand Exit Planning Strategies 3. MASTERTECH FINANCIAL ADVISORS, INC. POSITION: Agent NATURE: Insurance Agent; sale of fixed life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 6119 La Granada, Suite c, #2151, Rancho Santa Fe CA 92067, United States DESCRIPTION: Assess Insurance needs and provide options to clients. 4. MASTERTECH FINANCIAL ADVISORS, INC. POSITION: Author NATURE: Wrote and published a book that will be for sale to the public. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 6119 La Granada, Suite C, #2151, Rancho Santa Fe CA 92067, United States DESCRIPTION: Review revisions recommended from the editors and publisher. Review marketing materials. 5. MASTERTECH FINANICAL POSITION: Insurance Agent NATURE: Provide business owner referrals to First Choice a business broker INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 9727 Megan Terrace, Escondido CA 92026, United States DESCRIPTION: I would refer business owners who are considering a sale of their enterprise 6. VALUE BUILDER POSITION: Business Coach NATURE: MasterTech Financial INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 04/10/2024 ADDRESS: 9727 Megan Terrace, Escondido CA 92026, United States DESCRIPTION: Help business owners learn and prepare for the ultimate transfer of their business through educational information and proactive planning techniques

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-03-23

Designations

Other Names

• John A House