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San Clemente, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evidence Based Investing, Llc | San Clemente | CA | 08/2015 | Present |
| Self Employed | San Clemente | CA | 08/2015 | Present |
I DO SOME FINANCIAL PLANNING FOR CLIENTS INCLUDING ESTATE PLANNING. I ALSO PROVIDE INSURANCE AND OTHER RISK MANAGEMENT SERVICES TO CLIENTS. HOWEVER, THESE PRODUCTS WILL BE SOLD THROUGH A DIFFERENT ENTITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-21 |
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