Designations
CSA - Certified Senior Advisor
EA - Enrolled Agent
Licenses
Securities
- Registrations held with LPL Financial: 6, 7, 24, 63
- States: AZ, CA, HI, KY, NC, OK, OR, SC, TX, WA
Insurance
- License: Health, VL/VA, Life
- States: OR
- License: Life, Variable, Disability
- States: WA
- License: Variable, Life only, A&H
- States: CA
Advisory
- License: Investment Advisor Representative
- States: AZ, CA, HI, OR, WA
CA Insurance license 0B27765