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1320 Valley Vista Drive Suite 202, Diamond Bar, CA 91765 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED | 2019-09-06 |
| CA | RA | APPROVED | 1996-08-06 |
Branch Locations
1320 Valley Vista Drive Suite 202, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lagos Wealth Advisors | Diamond Bar | CA | 06/1995 | Present |
| Triad Advisors, Inc. | Norcross | GA | 09/2013 | 04/2022 |
| Madison Avenue Securities, Llc | San Diego | CA | 04/2022 | Present |
1)LAGOS FINANCIAL AND INSURANCE SERVICES, INC. DBA LAGOS WEALTH ADVISORS;INVESTMENT RELATED;1320 VALLEY VISTA DR, SUITE 202,DIAMOND BAR,CA 91765;REGISTERED INVESTMENT ADVISOR AND INSURANCE BROKERAGE;PRESIDENT;6/1/1995;400 HRS/MONTH;6.5 HRS DURING TRADING;FINANCIAL ADVISOR,INSURANCE AGENT,INVESTMENT ADVICE. PRESIDENT: HOURS: 130 HR, 4.0 DURING TRADING HOURS: DBA OF MY CORP USED FOR MARKETING PURPOSES ONLY. ALL BUSINESS GOES THROUGH CORPORATION. 2) MADISON AVENUE SECURITIES. INVESTMENT RELATED. 1320 VALLEY VISTA DR SUITE 202, DIAMOND BAR, CA 91765. REGISTERED REPRESENTATIVE. 4/2022 START. 40 HOURS PER MONTH. 4 HOURS DURING TRADING HOURS. SELL SECURITIES THROUGH A BROKER DEALER. 3) INCENTADVISE; NOT INVESTMENT RELATED;33302 VALLE ROAD SUITE 200 SAN JUAN CAPISTRANO, CA 92675; START DATE 3/2022; 8 HOURS/MONTH DURING TRADING HOURS; DUTIES: REFERRAL RELATIONSHIP WITH CPA , LAW FIRMS AND BUSINESS CLIENTS FOR THE PURPOSE OF OBTAINING R & D AND ERC TAX CREDITS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-01 |
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