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5860 Owens Avenue Suite 100, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenhoff Financial Group | Vista | CA | 07/2002 | 03/2021 |
| Lenhoff Insurance Services | Vista | CA | 07/2002 | 03/2021 |
| Gf Investment Services, Llc | Sarasota | FL | 10/2014 | 12/2016 |
| Global Financial Private Capital, Llc | Sarasota | FL | 10/2014 | 12/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2016 | 09/2021 |
| Madison Avenue Securities, Llc | San Diego | CA | 12/2016 | 11/2017 |
| Tod Lenhoff | Cardiff | CA | 01/1998 | Present |
| Wealth Compass Financial | Carlsbad | CA | 09/2021 | Present |
| Wealth Compass Insurance Services | Carlsbad | CA | 03/2021 | Present |
1.) LENHOFF SENIOR PLANNING, INC. DBA LENHOFF INSURANCE SERVICES; YES INVESTMENT RELATED; 5860 OWENS AVE, SUITE 150 CARLSBAD CA 92008; INSURANCE SALES; PRESIDENT; START DATE:1998; APPROX 100 HRS/MONTH; APPROX 70 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) TOD LENHOFF; NOT INVESTMENT RELATED; 242 DUBLIN DR., CARDIFF, CA 92007; RENTAL PROPERTIES; OWNER; START DATE 01/1998; APPROX 10 HRS/MONTH; APPROX 8 HRS/MONTH DURING TRADING; VARIOUS CLERICAL DUTIES RELATED TO OWNING RENTAL PROPERTIES. 3.) TOD LENHOFF, CPA 5860 OWENS AVE, SUITE 150 CARLSBAD, CA 92008 PRESIDENT/FIXED INCOME TAX PREPARATION/NON INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-24 |
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