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Mostafa Abdou

Forward 360

Newbury Park, CA

Newbury Park, CA

CRD 1873440

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Employer firm

Forward 360 CRD 331984

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Forward 360

Newbury Park, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-01
  • CA RA
    APPROVED
    Since 2024-10-01

Branch Locations

Newbury Park, CA • United States

Newbury Park, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Koenig Group, Llc Chevy Chase MD 12/2007 01/2024
Forward Collective, Llc Salt Lake City UT 09/2003 Present
  • 12/2007 → 01/2024
    The Koenig Group, Llc
    Chevy Chase, MD
  • 09/2003 → Present
    Forward Collective, Llc
    Salt Lake City, UT
Previous Registrations
  • 2008-01-04 → 2024-01-06
    The Koenig Group, Llc
    Chevy Chase, MD
  • 2001-02-01 → 2006-01-24
    Orlando,, FL
Other Businesses

IEVOLUTION, LLC; NOT INVESTMENT RELATED; 1240 INDIA STREET SAN DIEGO, CA 92127; IT IS A COACHING BUSINESS; CO-FOUNDER; JULY 2006; 10 HOURS PER MONTH ALL DURING NON-TRADING HOURS. Business no longer exists. 33voices is a podcast series that I host - 3 hours a month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-19
S63 Uniform Securities Agent State Law Examination 1988-11-22
  • S66 Uniform Combined State Law Examination
    2000-12-19
  • S63 Uniform Securities Agent State Law Examination
    1988-11-22
Other Names
  • Moe Abdou

View on SEC IAPD

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