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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-08 |
Branch Locations
2241 Douglas Blvd Ste 250, Roseville, CA 95661 • United States
Buena Park, CA • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Unity Insurance Solutions | Roseville | CA | 05/2020 | 07/2024 |
| Biola University | La Mirada | CA | 08/2014 | 12/2019 |
| Norwalk La Mirada Unified School District | Norwalk | CA | 02/2019 | 05/2020 |
| Cwm, Llc | Omaha | NE | 07/2024 | Present |
| Aspire Financial Planning | Roseville | CA | 07/2024 | Present |
FIXED INSURANCE NATURE: Insurance START: 04/10/2020 APPX. HRS/MONTH: 4 APPX HRS/MONTH DURING TRADING HOURS: 5 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC P&C INSURANCE NATURE: Insurance START: 01/25/2025 APPX. HRS/MONTH: 1 APPX HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sell home, auto, or commercial insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-05 |
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