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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
3130 Crow Canyon Pl Suite 230, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Diego | CA | 10/2021 | Present |
| World Financial Group, Inc. | San Diego | CA | 07/2021 | Present |
| Gary Dudar Dds | Escondido | CA | 03/2018 | 11/2024 |
| Homemaker | Escondido | CA | 04/1999 | 03/2018 |
| Net Law Group Inc | Louisville | KY | 06/2022 | 12/2025 |
| Michael Frickman Dds | Escondido | CA | 11/2023 | 09/2025 |
| Inheritguard Llc | Sheridan | WY | 07/2024 | 12/2025 |
| Edward Jones | St Louis | MO | 01/2026 | Present |
Residential Rental Property Escondido, CA Start date: 1/9/2026 Owner Hours per week: 0 Hours during trading: 0 Desc: Second home rental property. **** Residential Rental Property Temple City, CA Start date: 7/1/2026 Co Trustee Hours per week: 0 Hours during trading: 0 Manage residential property with Paul Lim co-trustee for Barbara Lim Trust dated January 29,2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-04 |
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