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San Bernardino, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Marketing Systems | San Diego | CA | 03/2012 | 05/2018 |
| Unitedhealthcare | Rocky Hill | CT | 05/2013 | 05/2018 |
| Wilshire Capital Group, Inc. | Highland | CA | 07/2013 | 12/2016 |
| Oaktree Brokerage | Chantilly | VA | 06/2013 | 05/2018 |
| Gorian Investments | San Bernardino | CA | 04/2014 | Present |
| Staffmark | Redlands | CA | 01/2017 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-12 |
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