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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-11 |
Branch Locations
23962 Alessandro Blvd Ste S, Moreno Valley, CA 92553 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Moreno Valley | CA | 03/2022 | Present |
| Air Hat Technologies | Moreno Valley | CA | 01/2017 | 03/2022 |
| Cal Premium Treats | Perris | CA | 08/2014 | 01/2017 |
| Farmers Financial Solutions | Moreno Valley | CA | 02/2024 | Present |
FARMERS INSURANCE POSITION: Agent NATURE: Sale of insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2022 ADDRESS: MORENO VALLEY CA 92553, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers. THE KELLER AGENCY POSITION: Owner NATURE: Tax Preparation and Medicare INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/15/2023 ADDRESS: MORENO VALLEY CA 92553, United States DESCRIPTION: Owner of the business. We offer tax preparation and medicare sales as a supplement to our Farmers Business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-20 |
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