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2131 Palomar Airport Rd. Suite 330, Carslbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2021-07-08 |
Branch Locations
2131 Palomar Airport Rd #330, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Easy Life Management | Carlsbad | CA | 08/2006 | Present |
| Wwm Financial | Carlsbad | CA | 03/2023 | Present |
Easy Life Management; non-investment-related; Carlsbad CA; tax and accounting; President/owner/Enrolled Agent; since 2006; Approximately 50% of time devoted to this activity during business hours; tax planning and consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-26 |
| S66 | Uniform Combined State Law Examination | 2003-08-20 |
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