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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-03 |
Branch Locations
11901 Santa Monica Blvd #401, Los Angeles, CA 90025 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Erp Inc. | Los Angeles | CA | 05/2012 | Present |
| Hd Vest Investment Services | Los Angeles | CA | 01/2017 | 11/2017 |
| Hd Vest Investment Services | Santa Monica | CA | 12/2018 | 09/2019 |
| Hd Vest Advisory Servivces | Santa Monica | CA | 12/2018 | 09/2019 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 12/2018 | 09/2019 |
| Pacific Taxes And Investments Inc. | Los Angeles | CA | 01/2019 | Present |
| Bankers Life | Los Angeles | CA | 03/2021 | 03/2022 |
| Bankers Life Securities | Los Angeles | CA | 05/2021 | 03/2022 |
| Bankers Life Advisory Services | Los Angeles | CA | 05/2021 | 03/2022 |
President - Pacific ERP Inc. - since May 2012 provide technology consulting in Accounting software and data management. President - Pacific Taxes and Investments - Tax Preparation and Accounting. Investments will be through Archer Investment Corporation. 40 hours ADDRESS: 11901 SANTA MONICA BLVD # 401, LOS ANGELES CA 90025-2767, United States DESCRIPTION: Sales/Account management/Consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
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