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About me

Licenses/Registrations:


Series 7General Securities Registered Representative


Series 6—Investment Company Products/Variable Contracts Limited Representative


Series 63—Uniform Securities Agent State Law Exam


Series 66Uniform Combined State Law Exam


CaliforniaInsurance Producer--Life-Only, Accident & Health, Variable Contracts (License No. 0G08063)


California Real Estate Broker (License ID: 881745)


 


Professional Designations:


Chartered Market Analyst (CMA)


      The CMA designation is the highest research and market technician credential offered by the American Academy of Financial Management (AAFM), Metairie, Louisiana.


 


Licensed International Financial Analyst (LIFA)


      The LIFA designation is for a select group of global investment professionals demonstrating competence in a broad curriculum of investment-   related subjects, and requires passing three stages of demanding examinations sponsored by the International Research Association (IRA), Cambridge, Massachusetts.


 


Certified Fund Specialist (CFS)


      The CFS designation is the oldest mutual fund designation in the country. It requires passing a rigorous examination on the practical and theoretical aspects of the financial services industry, and is sponsored by the Institute of Business & Finance (IBF), La Jolla, California. 


 


 


 

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Practice areas

Licensed

  1. Estate Planning: 25%
  2. Financial Services: 20%
  3. Tax: 15%
  4. Business: 15%
  5. Other: 25%
  6. More 

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Contact info

806 Buchanan Blvd # 115-196
Boulder City, NV, 89005-2130

Resume

License
StateStatusAcquiredUpdated
DCActive 200407/06/2016
WAInactive200908/16/2016
CAInactive197905/23/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Legion of HonorNational Rifle Association2006
Associations
Association namePosition nameDuration
National Rifle AssociationLife Member1983 - Present
Western State University Alumni AssociationMember, Board of Directors2009 - 2010
Education
School nameMajorDegreeGraduated
Thomas Jefferson School of LawInternational Taxation & Financial ServicesLLM2013
American Military UniversityCompetitive IntelligenceMaster of Strategic Intelligence2011
Golden Gate UniversityTaxationMBA1985
Western State University College of LawLawJD - Juris Doctor1979
California State University, FullertonCommunicationsBA1975