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265 East River Park Circle Suite 260, Fresno, CA 93720-1578 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
265 East River Park Circle Suite 260, Fresno, CA 93720-1578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Financial & Business Advisors | Fresno | CA | 01/1998 | Present |
| Self Emplotyed | Fresno | CA | 01/1993 | Present |
I am a licensed California Insurance Agent and operate as an independent insurance agent for life and health insurance. This business is not investment related. The address is 265 East Riverpark Circle, Suite 260, Fresno, CA 93720. I started as an assistant to my father in January 1993 and received my individual insurance license in July of 1993. The approximate hours per month is 80. The number of hours during securities trading hours 4-5 per day, however, I am available to my investment advisory clients to execute trades during that time. My duties are sales and maintaining client relationships for life and health insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-27 |
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