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8008 Sacramento Street, Fair Oaks, CA 95628 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-04-20 |
| CA | RA | APPROVED | 2001-03-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Gillam Enterprises | Fair Oaks | CA | 03/1988 | Present |
| Transamerica Financial Advisors, Inc. | Fair Oaks | CA | 07/1997 | Present |
| Self-Employed | Fair Oaks | CA | 03/2001 | Present |
1)INDEPENDENT INS AGENT, 8008 SACRAMENTO STREET, FAIR OAKS, CA. INV-REL. NATURE; TRADITIONAL INS, FIXED, DISABILITY, HEALTH, LTC. POSITION; SOLE PROPRIETOR/SELF-EMPLOYED. START 03/2001. APPROX 10-20 HRS/MO. 10-20 HRS DURING TRADING HRS 2)TRUSTEE, SUCCESSOR TRUSTEE, EXECUTOR, POA, ALTERNATE POA & CONSERVATOR FOR SEVERAL CLIENTS & FAMILY MBRS, NOT INV-REL 3)REAL ESTATE AGENT, FAIR OAKS, CA, HAS REAL ESTATE LICENSE, INV-REL, START 5/1989, MINIMAL HRS 4)ALLCTS, LLC, 235 PINE ST, STE 1300, SAN FRANCISCO, CA, LLC FOR PERSONAL USE TO PURCHASE INVESTMENT REAL ESTATE, START 12/2010, MINIMAL HRS 5)OWNER OF RENTAL PROP THROUGH LIVING TRUST, TRUSTEE OF TRUST, NOT INV-REL, RECEIVE RENT FROM PROPERTIES OWNED, <1-2 HRS/MO, <1-2 HRS/MO 6)SANDICOVE, LLC, 2606 N. GLENOAKS BLVD, BURBANK, CA, RENTAL PROP, START 3/2014 7)DEANFISH, LLC, OWNER, OWNS VACATION PROP, NOT INV-REL, START 12/2014, 1 HR, 0 HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-31 |
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