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S Valley Hwy 8310, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-22 |
Branch Locations
12907 Alcosta Blvd Suite A2, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shield Financial Services | Ramon | CA | 02/2023 | Present |
| Full-Time Student | San Ramon | CA | 01/2005 | 01/2023 |
Shield Financial as agent and advisor, 2023 start date. 12907 Alcosta Blvd., Suite 2-A, San Ramon, CA 94583. I am licensed as a life and annuity agent in the state of California. I spend forty hours per week meeting with clients to discuss life and annuity contracts in a financial plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-13 |
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