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411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-05 |
| CA | RA | APPROVED | 2018-11-08 |
Branch Locations
411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States
4675 Macarthur Court Suite 590, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Group Llc | Oakland | CA | 05/2016 | 01/2018 |
| Uc Berkeley | Berkeley | CA | 08/2013 | 05/2018 |
| Liberty Wealth Management, Llc | Oakland | CA | 01/2018 | Present |
| Liberty Wealth Management, Llc | Oakland | CA | 05/2016 | 10/2018 |
| Lifetime Marketing And Planning, Inc. | Oakland | CA | 07/2017 | Present |
Insurance Agent Nicholas A. del Junco has been licensed in California as an insurance producer/agent soliciting, offering, and selling Life insurance and variable products with Lifetime Marketing & Planning, Inc. (# 0F17020), since 07/13/17 (CA Insurance License # 0L83241). He will receive separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. Mr. del Junco spends less than 30 hours a month on this activity, generally outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-08 |
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