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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-11 |
Branch Locations
9444 Balboa Avenue Suite 300, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Armstrong, Fisch, And Tutoli Law Firm | San Diego | CA | 10/1989 | Present |
| Aaepa | San Diego | CA | 03/1993 | Present |
| Brokers International Financial Services | San Diego | CA | 11/2023 | 09/2024 |
| Integrity Advisory Solutions | San Diego | CA | 04/2024 | Present |
1) Armstrong, Fisch and Tutoli Law Partnership; Not investment related; 6040 Santo Rd, San Diego, CA 92123; Lawyer; Partner; 06/01/1993; 2 hours per month; 0 hours during security hours; lawyer. 2) SMF Limited Partnership; not investment related; 15719 Las Planideras, Rancho Santa Fe, CA 92067; personal holding company; General Partner; 01/01/1993; 2 hours per month; 0 hours during security hours; oversee assets. 3) American Academy of Estate Planning Attorneys, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Membership organization, CEO; 03/01/1993; 120 hours oer month; 0 hours during security hours; Overall strategic direction and supervision of the company. 4) Academy Life and Health, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Insurance agency; CEO; 06/10/2023; 5 hours per month; 0 hours during security hours; overall supervision. 5) American Academy Group, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Holding company; CEOI; 07/27/2002; 2 hours per month; 0 hours during security hours; oversight. 6) Rental Real Estate; Not investment related; 15719 Las Planideras, PO Box 1276, Rancho Santa Fe, CA 92067; Rental Real Estate; Owner; 06/30/1984: 1 hours per month; 0 hours during security hours; Overseeing tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-06 |
| S66 | Uniform Combined State Law Examination | 2001-04-09 |
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