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Eastsound, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-04 |
Branch Locations
355 Woodview Avenue Suite 300, Morgan Hill, CA 95037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 01/2015 | 12/2016 |
| Individual Asset Management ("Iam") | Menlo Park | CA | 04/2017 | 12/2022 |
| Cross Border Planning, Sprl/Bvba | Belgium | 03/2005 | Present |
(1) CROSS BORDER PLANNING SPRL/BVBA, OWNER/AGENT, BELGIUM REGISTERED, LICENSED INSURANCE BROKERAGE, KORTENBERG, BELGIUM, SINCE MARCH 2005. OWNER/AGENT. SALE OF BELGIAN LIFE INSURANCE, GROUP INSURANCE, PENSION PRODUCTS. 60 HRS/MONTH. OCCASIONAL MARKET HRS. (2) CROSS BORDER PLANNING, US INSURANCE LICENSED AGENT, SINCE MARCH 2005, FIXED US LIFE PRODUCTS. 12 HRS/MONTHLY. OCCASIONAL MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-31 |
| S66 | Uniform Combined State Law Examination | 1999-03-13 |
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