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100 E San Marcos Blvd. Suite 400, San Marcos, CA 92069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-12-20 |
Branch Locations
100 E San Marcos Blvd. Suite 400, San Marcos, CA 92069 • 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 |
|---|---|---|---|---|
| Irving Advisory Group, Llc | San Marcos | CA | 01/2012 | Present |
1)BEGINNING 03/1997, I'M THE OWNER OF IRVING FINANCIAL & INSURANCE SOLUTIONS,BUSINESS ADDRESS: 7171 ALVARADO RD., #100A, LA MESA, CA 91942; I DEVOTE 30 HRS/MO TO FIXED INSURANCE SALES. 2) BEGINNING 08/2006 I'M THE OWNER OF IRVING TAX & FINANCIAL; BUSINESS ADDRESS: 1537 GRAND AVE.#A, SAN MARCOS, CA 92078; I DEVOTE 66 HRS/MO TO TAX PREPARATION & LIGHT BOOKKEEPING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-11 |
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