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62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
Branch Locations
62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Planning Advisors | Bigfork | MT | 09/2013 | Present |
| Mutual Securities, Inc | Camarillo | CA | 03/2015 | 05/2021 |
1. SIERRA WEALTH GROUP, LLC, START: 09/13, 2647 GATEWAY RD. STE. 105-575 CARLSBAD, CA 92009, RIA, MANAGING MEMBER, INVESTMENT RELATED, 100 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 2. STATE OF CA NOTARY, SOLE PROPRIETOR, START: 07/06, 27 HIDDEN VALLEY RD. ROLLING HILLS, CA 90274, SERVICE CLIENTS & FAMILY ONLY WITH ZERO COMPENSATION, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. TESSLER MGMT, LLC, START: 01/01/10, 27 HIDDEN VALLEY RD. ROLLING HILLS, CA 90274, COLLECTABLES COMPANY/OWNER, CAR/ANTIQUE AUTO COLLECTIONS, NOT INVESTMENT RELATED, 10 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. BRENTWOOD ON WILSHIRE, LLC, START: 05/01/10, 11925 WILSHIRE BLVD. STE. 300 LOS ANGELES, CA 90025, PROPERTY MGMT, BUILDING MANAGER, NOT INVESTMENT RELATED, 20 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 5. BAT 21 INVESTMENTS, LLC, START: 2005, 27 HIDDEN VALLEY ROAD ROLLING HILLS ESTATES, CA 90274, ACCOUNTING, BOOKKEEPER FOR PERSONAL EXPENSES, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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