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2552 Walnut Ave. Suite 140, Tustin, CA 92780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2552 Walnut Ave. Suite 140, Tustin, CA 92780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Of Vermont | Montpelier | VT | 05/2000 | Present |
| Mcl Financial Group, Inc. | Santa Ana | CA | 10/2010 | Present |
| Kfico, Llc | Tustin | CA | 10/2010 | Present |
*FINANCIA INC INS SERVICES, NOT INV REL, TUSTIN CA, INS SALES, RESIDENT PRODUCER, 05/15/00-PRES, 20-30 HRS/MO, AGENT FOR VARIOUS INSURANCE COMPANIES PROVIDING LIFE, HEALTH, DIS, P&C, & WORMAN COMP, PLUS CONSULTING & ADMIN SERVICES; *BHOOPI S KOHLI, NOT INV REL, TUSTIN CA, SALES OF LIFE, HEALTH DIS, P&C, WORKMAN COMP, GENERAL LINES AGENT, CA 1982 TO PRES, TX 12/1999 TO PRES, 20-30 HRS/MO INCLUDING 10 HRS DURING TRADING HRS, INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES PROVIDING LIFE, HEALTH, DIS, P&C, & WORMAN COMP, PLUS CONSULTING & ADMIN SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-27 |
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