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Old World Financial Advisors CRD 329141
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-06 |
Branch Locations
4695 Macarthur Court 11Th Floor, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rajko Novakovich - Mortgage Advisor (Sole Proprietor) | Burlingame | CA | 06/2002 | Present |
| Old World Financial Advisors | Burlingame | CA | 04/2024 | Present |
MORTGAGE BROKER - SOLE PROPRIETOR - RAJKO NOVAKOVICH NON INVESTMENT RELATED 1633 BAYSHORE HIGHWAY STE 380 BURLINGAME, CA 94010 MORTGAGE BROKER SOLE PROPRIETOR START DATE 09/06/2006 UNTIL PRESENT 10 HOURS A MONTH DEVOTED TO THIS BUSINESS ZERO HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS MORTGAGE BROKER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-30 |
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