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26635 Agoura Rd, Ste 200, Calabasas, CA 91302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-05 |
Branch Locations
26635 Agoura Rd, Ste 200, Calabasas, CA 91302 • 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 |
|---|---|---|---|---|
| Strategic Advisors Llc | Salt Lake City | UT | 07/2014 | 07/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 07/2014 | 11/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2025 |
| Strategic Advisors Llc | Salt Lake City | UT | 03/2025 | 11/2025 |
| Independent Insurance Agent | Calabasas | CA | 01/2013 | 11/2025 |
| Fd Wealth Advisors Llc | Calabasas | CA | 11/2025 | Present |
| Fd Wealth Advisors Llc | Calabasas | CA | 01/2026 | Present |
FD WEALTH ADVISORS LLC; INVESTMENT RELATED; CALABASAS, CA; INSURANCE AGENT; 11/2025; INSURANCE AND ANNUITY PRODUCT SALES; 20 HRS/MONTH SPENT ON ACTIIVTY INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-21 |
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