Atul C Dubal

Current Employers

Employment History

• 05/2006 → Present
  Insurance Agent/Www.SAveonterms.COm
  Milpitas, CA
• 03/2015 → Present
  Prudent Prospera Planning, Inc.
  Pleasanton, CA

Previous Registrations

• 2010-08-30 → 2015-03-04
  Foresters Equity Services, Inc.
  Pittsburg, CA
  Pleasanton, CA
  San Diego, CA
  Tustin, CA
• 2008-12-16 → 2010-08-27
  Qa3 Financial Llc
  Milpitas, CA
  Omaha, NE
• 2007-01-03 → 2008-12-15
  Eplanning Advisors Inc
  Roseville, CA
• 2006-04-04 → 2007-01-03
  United Securities Alliance, Inc.
  Milpitas, CA
  Milpitas, CA
  Greenwood Village, CO
• 2005-04-22 → 2006-07-17
  Sterling Financial Services, Inc.
  Walnut Creek, CA
• 2005-03-30 → 2006-04-06
  Osaic Wealth, Inc.
  Walnut Creek, CA
• 2004-05-27 → 2004-11-29
  Msi Financial Services, Inc.
  Addison, TX

Other Businesses

1)LINCENSED INSURANCE AGENT(WWW.SAVEONTERMS.COM) - INVESTMENT RELATED - SAME OFFICE ADDRESS AS RIA - 04/06 TO PRESENT - 30 HRS/MONTH AND 15 HRS/MONTH DURING TRADING HOURS - INSURANCE SALES, COUNSEL AND DESING SUITABLE PRODUCTS FOR CLIENTS AND POTENTIAL CLIENTS. 2)TAX PLANNING-PROFESSIONAL TAX PLANNERS AMERICA: TAX PLANNING "WHAT IF" SOLICITATION FOR CPA FIRMS START DATE 6/1/09. 10% OF TIME AND LITTLE COMPENSATION.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-07
• S65 Uniform Investment Adviser Law Examination
  1996-06-24
• S63 Uniform Securities Agent State Law Examination
  1987-10-20

Designations

Other Names

• Andy Dubal
• Atul Andy Dubal
• Andy Dubal
• Ac Andy