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4160 Temescal Canyon Road Suite 307, Corona, CA 92883 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-05 |
Branch Locations
4160 Temescal Canyon Road Suite 307, Corona, CA 92883 • United States
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 |
|---|---|---|---|---|
| Asset Marketing Systems | San Diego | CA | 08/2015 | Present |
| Madison Avenue Securities, Llc | San Diego | CA | 08/2015 | 10/2017 |
| Safeguard Investment Advisory Group, Llc | Corona | CA | 11/2017 | Present |
NAME OF BUSINESS:ASSET MARKETING SYSTEMS INVESTMENT RELATED: YES ADDRESS: 15050 AVENUE OF SCIENCE, SUITE 100, SAN DIEGO CA 92128. NATURE: FINANCIAL SERVICES. TITLE: VP, BUSINESS CONSULTANT.RELATIONSHIP: RECRUIT AND TRAIN ADVISORS. START DATE: 08/03/2015. HOURS/MONTH:40 TRADING HOURS:40; NAME OF BUSINESS:CHICKPEA KITCHEN LLC. INVESTMENT RELATED: NO ADDRESS: 6965 EL CAMINO REAL, SUITE 105-658 CARLSBAD, CA 92009. NATURE: FOOD SERVICE. RELATIONSHIP:CO-OWNER START DATE:01/28/2014. HOURS/MONTH: 16 TRADING HOURS: 0 DUTIES: CFO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
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