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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-11-24 |
| AZ | RA | APPROVED | 2024-09-18 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Tucson | AZ | 06/2001 | Present |
| Rcb Financial Services, Llc | Tucson | AZ | 01/2010 | Present |
| Transamerica Financial Advisors, Inc | Tucson | AZ | 01/2012 | 05/2023 |
| Scf Investment Advisors | Fresno | CA | 05/2023 | 10/2024 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-26 |
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