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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-18 |
Branch Locations
125 South 4Th Street, Norfolk, NE 68701 • United States
Brea, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Index Fund Advisors | Irvine | CA | 01/2018 | 03/2019 |
| Laurel Wealth Advisors | La Jolla | CA | 10/2017 | 01/2018 |
| Index Fund Advisors | 19200 Von Karman Ave | CA | 05/2015 | 10/2017 |
| Retirement Plan Consultants | Norfolk | NE | 03/2019 | Present |
Retirement Plan Consultants - not investment related - 125 S. 4th St Norfolk, NE 68701 - Back office operational solution for Qualified Retirement Plans - Regional Director - 3/2019 - sales - approx 160 hours monthly/ approx 80 hours monthly during security trading hours Absolute Commercial Cleaning - not investment related - Brea, CA - Co-owner - not investment related - 0 hours approx monthly/0 hours during security trading hours - passive owner. St. Juliana Parish Finance Council - not investment related - Fullerton, CA - finance councileman - 0 hours approx monthly/0 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-14 |
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