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1041 Mill Street Suite 205, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-07-08 |
Branch Locations
1041 Mill Street Suite 205, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Sky Communities Llc | Santa Maria | CA | 06/2007 | 12/2017 |
| Kdt Properties Llc | Paso Robles | CA | 07/2005 | 03/2022 |
| Teixeira Insurance Services Llc | San Luis Obispo | CA | 06/2015 | Present |
| Teixeira Wealth Management Llc | San Luis Obispo | CA | 07/2016 | Present |
| Teixeira Property Advisers Inc. | Santa Maria | CA | 01/2009 | Present |
| Teixeira Capital Ventures Llc | San Luis Obispo | CA | 08/2015 | Present |
[TEIXEIRA INSURANCE SERVICES LLC; INVESTMENT RELATED; OWNER; San Luis Obispo, CA; START DATE: 06/2015; OFFERS CLIENTS LIFE INSURANCE, ANNUITIES, LONG TERM CARE INSURANCE, AND DISABILITY INSURANCE; APPROXIMATELY 6 HOURS/MONTH AND 1 HOURS DURING TRADING HOURS.] [TEIXEIRA PROPERTY ADVISERS INC.; LEGALLY STRUCTURED AS A S CORPORATION; REAL ESTATE; ROLE/TITLE: OWNER; COMPENSATION: PROFIT; REAL ESTATE BROKERAGE USED TO BUY AND SELL REAL ESTATE; APPROXIMATELY 4 HOURS/MONTH AND 1 HOURS DURING TRADING HOURS.] [RENTAL PROPERTY; ROLE/TITLE: OWNER; COMPENSATION: RENTAL INCOME] [TEIXEIRA CAPITAL VENTURES LLC; REAL ESTATE INVESTMENT AND DEVELOPMENT; SAN LUIS OBISPO, CA; START DATE 08/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 8 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: PROFIT]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-24 |
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