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Prossimo Advisors LLC CRD 289347
$239M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2019-04-11 |
Branch Locations
1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | San Francisco | CA | 03/2011 | 04/2017 |
| Bancwest Investment Services | San Francisco | CA | 08/2012 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-16 |
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