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20860 North Tatum Blvd. Suite 220, Phoenix, AZ 85050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-05-25 |
| NV | RA | APPROVED | 2017-05-11 |
| CA | RA | APPROVED | 2008-11-24 |
Branch Locations
Valley Glen, CA • United States
20860 North Tatum Blvd. Suite 220, Phoenix, AZ 85050 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windsor Capital Management, Llc | Burbank | CA | 11/2008 | Present |
| Markarian Realty | La Crescenta | CA | 04/2014 | 02/2021 |
| Exp Realty | San Ramon | CA | 02/2021 | 02/2024 |
| Balboa Real Estate | Bonsall | CA | 02/2024 | Present |
1. BALBOA REAL ESTATE, 5256 S. MISSION RD. SUITE 905, BONSALL, CA 92003. NOT INVESTMENT-RELATED. START DATE-02/2024, REAL ESTATE SALES. POSITION: REAL ESTATE AGENT. 48 HOURS HOURS WORKED PER MONTH ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-10 |
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