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Troy Doane Flowers

Cash Flow Technologies

Lancaster, CA

CRD 3272028

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Employer firm

Cash Flow Technologies CRD 331403

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Cash Flow Technologies

44620 Valley Central Way Ste 1169, Lancaster, CA 93536 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-27
  • CA RA
    APPROVED
    Since 2024-09-27

Branch Locations

44620 Valley Central Way Ste 1169, Lancaster, CA 93536 • 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
Legalzoom Glendale CA 07/2007 Present
  • 07/2007 → Present
    Legalzoom
    Glendale, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-30
S63 Uniform Securities Agent State Law Examination 1999-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-03-30
  • S63 Uniform Securities Agent State Law Examination
    1999-08-24

View on SEC IAPD

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Nearby Offices

EDWARD JONES · LANCASTER, CA
INDEPENDENT FINANCIAL GROUP, LLC · LANCASTER, CA
LPL FINANCIAL LLC · LANCASTER, CA

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