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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-22 |
Branch Locations
Long Beach, CA • United States
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 02/2019 | 03/2020 |
| American Investors Company | San Ramon | CA | 06/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carson | CA | 03/2015 | 05/2018 |
| Bank Of America, N.A. | Carson | CA | 03/2015 | 05/2018 |
| Frankel Financial Service, Tax Prep And Insurance | Cypress | CA | 01/2005 | Present |
Frankel Financial Service, Tax Prep and Insurance. Not investment-related; PO Box 1131, Cypress, CA 90630. Owner, insurance agent; start date 01/2005; approximately 30 hours/week, 10 hours during trading. Prepare income taxes and sell life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-22 |
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