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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED_RES | 2015-04-22 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
4275 Executive Square Suite 450, La Jolla, CA 92037 • United States
Kaysville, UT • United States
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 |
|---|---|---|---|---|
| Coordinated Planning And Design | San Diego | CA | 05/1983 | Present |
| Guardian Life Insurance Company | San Diego | CA | 08/1983 | Present |
| Mml Investors Services, Inc. | San Diego | CA | 02/1993 | Present |
NAME: NORTHRUP BURDT INSURANCE SERVICES INV REL:Y ADD: 4275 EXECUTIVE SQUARE STE 400 LAJOLLA CA 92037 NATURE: HEALTH POSITION: SALES START DATE: 1/1/2016 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 (2) NAME: TOM NAYLOR OREM RENTAL INVE REL: Y ADD: 588 W 1150 S OREM UT 84058 NATURE: RENTAL DUPLEX POSITION: OWNER START DATE: 1/1/2014 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-14 |
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