Lisa Ann Gallegos

Current Employers

Employment History

• 06/2013 → 09/2020
  Paychex, Inc.
  Folsom, CA
• 09/2020 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2003-07-25 → 2006-06-02
  Citicorp Investment Services
  Reno, NV
• 2003-07-01 → 2003-07-22
  Wells Fargo Clearing Services, Llc
  Reno, NV
• 2003-06-20 → 2003-07-01
  Prudential Equity Group, Llc
  Reno, NV

Other Businesses

1. Breeze Benefits Group Inc, Investment Related, 1451 Candori Ct Folsom CA 95630, Non-Variable Insurance Sales, Producer, 01/26/2026, 80 hours per month, 80 hours during trading hours; Provide employee benefits consulting and administrative support services to employer clients related to their medical, dental, vision, and other group benefit plans. Responsibilities include assisting employers with benefits administration matters such as employee enrollments, terminations, eligibility changes, and coordination with benefit providers during onboarding and open enrollment periods. 2. Villasport Spa & Health Club, 291 Conference Center Drive, Roseville, CA 95678, Non-Investment Related, Gym/Health Club, 7/2019, 4 hours per month, 0 hours during trading hours, teach group fitness classes

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-02
• S63 Uniform Securities Agent State Law Examination
  2013-08-26

Other Names

• Lisa Ann Whitney
• Lisa Ann Whitby