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12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
| CA | RA | APPROVED | 1998-03-09 |
Branch Locations
12657 Alcosta Blvd, Suite 470, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maloon, Powers, Pitre & Higgins, Llc Dba Cfa | San Ramon | CA | 01/1998 | Present |
| Foothill Securities | Diablo | CA | 08/2014 | 11/2016 |
| Lincoln National Life Insurance Co | Fort Wayne | IN | 02/1988 | Present |
| Jackson National Life Insurance Company | Lansing | WI | 02/1989 | Present |
1)LINCOLN NATIONAL LIFE INSURANCE CO; FORT WAYNE, IN; INSURANCE SALES; NON-INVESTMENT RELATED; AGENT; START DATE 02/01/1988; 0 HOURS/MONTH; O HOURS DURING TRADING HOURS; SERVICE ON EXISTING INSURANCE AND ANNUITY BUSINESS. 2)JACKSON NATIONAL LIFE INSURANCE COMPANY; LANSING, MI; NON-INVESTMENT-RELATED; AGENT; START DATE 2/01/1989; 0 HOURS/MONTH; 0 HOURS DURING TRADING HOURS; DUTIES: SERVICE ON EXISTING INSURANCE AND ANNUITY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-02 |
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