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565 Brunswick Road, Suite 8, Grass Valley, CA 95945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Sacramento | CA | 11/2017 | 08/2018 |
| Massachusetts Mutual Life Insurance Company | Sacramento | CA | 11/2017 | 08/2018 |
| Sunrun | Sacramento | CA | 08/2015 | 11/2017 |
| Student | Grass Valley | CA | 08/2007 | 08/2019 |
| Apple & Associates | Bend | OR | 08/2018 | Present |
| Plan Your Life Out, Inc. | Sacramento | CA | 03/2023 | Present |
Asset Marketing Systems Insurance Services, LLC; 15050 Avenue of Science, Ste. 100 San Diego, CA 92128; insurance sales agent; 08/2018; non-investment related; less than 1 hour/month, potentially during trading hours; Insurance sales. Plan Your Life Out, Inc., not Investment Related, 5015 Madison Ave. Suite A -Unit #A192 Sacramento, CA 95841, Direct to consumer financial planning software, CEO, since 03/2023, 30 hrs / month, Operational management and strategic guidance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-11 |
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