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14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-06 |
| AZ | RA | APPROVED | 2019-09-04 |
| TX | RA | APPROVED | 2019-05-14 |
Branch Locations
14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067 • United States
220 W. Main Street Suite B, Brawley, CA 92227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Myers Financial Services | Imperial | CA | 08/2009 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 03/2013 | 05/2019 |
| Credit Union Financial Solutions | Brawley | CA | 09/2013 | 02/2019 |
| American Money Management, Llc | Rancho Santa Fe | CA | 05/2019 | Present |
1) MYERS FINANCIAL SERVICES: (START DATE) 08/2009-PRESENT, (YES) INVESTMENT RELATED, (ADDRESS) 220 W. MAIN ST. SUITE B. BRAWLEY, CA. 92227, (NATURE OF BUSINESS) INSURANCE RELATED, (POSITION) LIFE INSURANCE AGENT/ OWNER, (HRS/MONTH) 20-40 HRS/MONTH, (DESCRIPTION) SOLICITATION OF FIXED AND FIXED-INDEXED ANNUITIES AND LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-30 |
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