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2005 De La Cruz Blvd #120, Santa Clara, CA 95050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-07-10 |
Branch Locations
2005 De La Cruz Blvd #120, Santa Clara, CA 95050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Insurance Solutions Dba J.R. Financial & Insurance | Santa Clara | CA | 02/2008 | Present |
| Qualified Planning | San Diego | CA | 01/2017 | 12/2019 |
| J.R. Financial | Santa Clara | CA | 02/2008 | Present |
| Esg Planning | San Jose | CA | 05/2020 | Present |
| Qualified Planning | San Diego | CA | 10/2019 | 09/2021 |
01/2009; FREEDOM INSURANCE SOLUTIONS DBA. J.R. FINANCIAL & INSURANCE SERVICES, INVESTMENT RELATED,2005 De LA CRUZ STE 128,SANTA CLARA, CA 95050, INSURANCE SALES, PRESIDENT, APPROXIMATELY 120 HOURS PER MONTH, APPROXIMATELY 120 HOURS DURING TRADING HOURS, PRESIDENT, INSURANCE SALES-OWNER-OPERATER. 12/2016: GOOGAIN INC., INVESTMENT RELATED, 1288 KIFER ROAD #207 SUNNYVALE CA, 24086, MORTGAGE LOAN ORIGINATION-REAL ESTATE SALES, LOAN OFFICE-REAL ESTATE AGENT, 5 HOURS/MONTH, 5 HOURS/MONTH DURING TRADING HOURS, REAL ESTATE SALES-MORTGAGE LOAN ORIGINATION. Insurance Agent Real Estate Salesperson NMLS (Loan Origination) Notary Public Insurance, Real Estate, NMLS
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