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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Armstrong, Fisch &Tutoli | San Diego | CA | 12/1976 | Present |
| Aaepa | San Diego | CA | 03/1993 | Present |
| Integrity Advisory Solutions | Friendsville | TN | 05/2024 | Present |
1) American Academy of Estate Planning Attorneys; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Membership organization; President; 03/13/1993; 160 hours per month; 0 hours during security hours; Executive leadership of the firm. 2) Alabama Real Estate Rental Property; Not investment related; 3061 Marmore Rd, Friendsville, TN 37737; Rental Property; Owner/Landlord; 03/19/2024; 3 hours per month; 3 hours during security hours; rental property. 3) American Academy Life and Health; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Fixed insurance; Co-Owner; 04/15/2024; 2 hours per month; 2 hours during security hours; Help American Academy of Estate Planning Attorney Members get into the insurance business through Ash Brokerage. 4) American Academy Wealth; Investment Related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Manage estate planning attorneys involved in wealth management; Secretary & Advisor; 03/18/2024; 50 hours per month; 40 hours during security hours; Recruit attorneys, Management decisions. 5) Armstrong, Fisch and Tutoli; Not Investment Related; 6050 Santo Rd, Suite 240, San Diego, CA 92124; Estate Planning Law Firm; Owner; 04/15/1980; 0 hours per month; 0 hours during security hours; Estate planning attorney. 6) RGA Limited Partnership; Not Investment Related; 3061 Marmore Rd, Friendsville, TN 37737; Holding Company; General Partner/Limited Partner; 12/10/1990; 3 hours per month; 0 hours during security hours; File Tax Returns, Monitor Investments, Manage Rental Real Estate in Alabama.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
| S66 | Uniform Combined State Law Examination | 2001-11-13 |
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