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23822 Valencia Blvd. Suite 304, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-07 |
Branch Locations
23822 Valencia Blvd. Suite 304, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Santa Monica | CA | 02/1991 | Present |
| Cfa Institute | Charlottesville | VA | 06/2002 | Present |
| Global Financial Advisory Services, Inc. | Valencia | CA | 01/2018 | Present |
FINANCIAL & BUSINESS CONSULTING, INCLUDING CURRICULUM DEVELOPMENT, TEACHING/TUTORING, TAXES, INSURANCE, ARBITRATION, OWNER, PERCENTAGE OF PROFITS, SINCE 1990. (DBA SELF) CFA INSTITUTE, INVOLVED WITH CFA EXAMS TWO WEEKS OUT OF THE YEAR. (W-2) KEN ZAHN INC. FINANCIAL, SECURITIES INSTRUCTOR SINCE 2009. (DBA SELF) SPORTSCARDS, MEMORABILIA, OWNER, SINCE 1993. (DBA SELF) COORDINATOR, PERSPECTIVES STUDY PROGRAM (RELIGIOUS STUDIES), EMPLOYEE-OWNER. SOLE TRUSTEE OF MY MOTHER'S TRUSTS (2012). MAY 1998 FIXED INSURANCE SALES - 1992 1% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-09 |
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