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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance - Gonzalez | Richardson | TX | 12/2002 | Present |
| Farmers Financial Solutions | Richardson | TX | 12/2007 | Present |
| Farmers Insurance Group | Richardson | TX | 11/2007 | Present |
| Ctg Group Llc | Plano | TX | 03/2012 | Present |
| Farmers Asset Management | Plano | TX | 08/2026 | Present |
3 RENTAL HOUSES-PROPRIETOR(OWNER); # OF HOURS/MONTH- 2 HRS/MONTH; SINCE JUNE 1997 TO PRESENT; 2 IN RICHARDSON, TX; AND ONE IN GARLAND, TX. CTG GROUP LLC POSITION: Partner NATURE: Real Estate Holding Co- Residential and Commercial Properties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: Plano TX 75023, United States DESCRIPTION: Accounting of monthly rent and expenses GONZALEZ REVOCABLE TRUST 02/08/2017 POSITION: Co-Trsutee NATURE: Rental Homes:INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: Dallas TX 75248, United States DESCRIPTION: Maintain rental homes if neededMonitor rental deposit every month IKE SAN JOSE PROPERTIES, LLC POSITION: Managing partner NATURE: Real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2023 ADDRESS: Sherman TX 75092, United States DESCRIPTION: Manage monthly rent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-13 |
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