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640 N Carroll Ave Suite 100, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-06-08 |
Branch Locations
640 N Carroll Ave Suite 100, Southlake, TX 76092 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Much Financial & Insurance Services | El Segundo | CA | 03/2003 | Present |
| Much Wealth Management | El Segundo | CA | 05/2009 | Present |
MUCH FINANCIAL SERVICES, INC.; INSURANCE RELATED; 400 CONTINENTAL BLVD. 6TH FLOOR, EL SEGUNDO, CA 90245; THE BUSINESS PROVIDES INSURANCE BENEFITS TO GROUPS AND INDIVIDUALS; PRESIDENT/OWNER; BUSINESS WAS INCORPORATED IN 2005; 120 HOURS A MONTH; 6 HOURS A DAY DURING TRADING; PROVIDING GROUP AND INDIVIDUAL LIFE, HEALTH DENTAL, LONG TERM CARE AND OTHER INSURANCE PRODUCTS TO GROUPS AND INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-21 |
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