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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-03 |
| UT | RA | APPROVED | 2023-05-02 |
Branch Locations
Cedar Hills, UT • United States
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-03 |
| UT | RA | APPROVED | 2023-05-02 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jack Keeter & Associates, Inc. | Anaheim | CA | 09/2016 | 05/2017 |
| Elite Constumes | Yorba Linda | CA | 10/2013 | 12/2018 |
| Jack Keeter & Associates, Inc. | Anaheim | CA | 06/2017 | 10/2019 |
| Rhinestone Dealer | Yorba Linda | CA | 01/2010 | 12/2018 |
| Prudential Insurance Company Of America | Orange | CA | 11/2019 | 04/2023 |
| Pruco Securities, Llc. | Orange | CA | 11/2019 | 04/2023 |
| Lincoln Investment | Fort Washington | PA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-03 |
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