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1320 Valley Vista Drive Suite 202, Diamond Bar, CA 91765 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1320 Valley Vista Drive Suite 202, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lagos Wealth Advisors | Diamond Bar | CA | 12/2003 | Present |
| True Realty Dba Efg Realty | La Mirada | CA | 12/2007 | Present |
| Triad Advisors Inc | Norcross | GA | 09/2013 | 04/2022 |
| Madison Avenue Securities | San Diego | CA | 04/2022 | Present |
1)LAGOS FINANCIAL & INSURANCE SERVICES INC (DBA LAGOS WEALTH ADVISORS);INVESTMENT RELATED; 1320 VALLEY VISTA DR, SUITE 202,DIAMOND BAR,CA 91765;RIA AND INSURANCE SERVICES;FINANCIAL ADVISOR;12/1/2003;80 HRS/MONTH;60 HRS DURING TRADING;PROVIDE FINANCIAL SERVICES,PLANNING AND ADVICE TO CLIENTS,OVERSEE INSTITUTIONAL MANAGERS AVAILABLE ON OUR PLATFORMS AND MAINTAIN CLIENT ACCOUNTS,REGULARLY MEETING WITH CLIENTS 2) MADISON AVENUE SECURITIES; INVESTMENT RELATED; 1320 VALLEY VISTA DRIVE SUITE 202, DIAMOND BAR, CA 91765; BROKER DEALER; REGISTERED REPRESENTATIVE; 04/2022; 10 HOURS/MO; 4 HOURS DURING TRADING; SELL SECURITIES THROUGH A BROKER DEALER. 3)TRUE REALTY DBA EFG REALTY;NOT INVESTMENT RELATED;15068 ROSECRANS AVE,#115,LA MIRADA,CA 90638;REAL ESTATE AND MORTGAGE SERVICES;BROKER;12/1/2007;80 HRS/MONTH;10 HRS DURING TRADING;PROVIDE REAL ESTATE AND MORTGAGE SERVICES TO BUYERS,SELLERS AND BORROWERS. I LIST PROPERTIES FOR SALE OR ASSIST BUYERS IN FINDING PROPERTIES. SEPARATELY, I BROKER LOANS THROUGH DIRECT LENDERS 4)TROPHY POINT INVESTMENTS;NOT INVESTMENT RELATED; ADDRESS: ATLANTA, GA; NATURE: INVESTOR. PRIVATE REAL ESTATE LENDER STRICTLY FOR WEST POINT ALUMNI. DUTIES: CASH INVESTOR NO DUTIES; START DATE 6/2023; HOURS: LESS THAN 0 HRS/MONTH;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-07 |
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