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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Chico | CA | 04/2017 | Present |
| Self-Employed / Travel Agent | Chico | CA | 03/2017 | 03/2020 |
| Unemployed | Chico | CA | 02/2017 | 03/2017 |
| Defense Intelligence Agency | Bolling Afb | DC | 03/2014 | 02/2017 |
| Farmers Financial Solutions | Chico | CA | 03/2024 | Present |
| Farmers Insurance Agency | Chico | CA | 04/2017 | Present |
STELLA HEALTH INSURANCE AGENCY POSITION: Independent Contractor / Insurance Agent NATURE: Medicare Supplements, Medicare Prescription Drug Plans, Medicare Advantage plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2018 ADDRESS: Commerce CA 90040, United States DESCRIPTION: Sell and service Medicare Advantage, Medicare Supplements, Medicare Prescription Drug Plans to individuals. RISK PLACEMENT SERVICES, INC. POSITION: Independent Contractor / Insurance Agent NATURE: Property & Casualty Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2021 ADDRESS: Rolling Meadows IL 60008, United States DESCRIPTION: Sales/service of Insurance products not eligible for placement with Farmers Insurance Exchange, Kraft Lake, or Couch Braunsdorf FIRST CONNECT INSURANCE SERVICES, LLC POSITION: Independent Contractor / Insurance Agent NATURE: Property & Casualty Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2023 ADDRESS: Austin TX 78701, United States DESCRIPTION: Sales/service of Insurance products not eligible for placement with Farmers Insurance Exchange, Kraft Lake, or Couch Braunsdorf FARMERS INSURANCE AGENCY POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/25/2017 ADDRESS: Chico CA 95973, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers for the purpose of insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-08 |
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