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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2022-09-08 |
| TX | RA | APPROVED_RES | 2022-09-08 |
Branch Locations
729 Mission St. Suite 300, South Pasadena, CA 91030 • 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 |
|---|---|---|---|---|
| Mah Financial Strategies Inc. | Pomona | CA | 05/2006 | Present |
| Legacy Full Circle Financial & Insurance | Covina | CA | 02/2011 | Present |
| Pacific Realty Center | Covina | CA | 02/2012 | Present |
| Copeland Group Marketing | Covina | CA | 03/2012 | Present |
| Healthnet | Covina | CA | 06/2012 | Present |
| Notary Public | Covina | CA | 01/1999 | Present |
| Dj Chicago | Covina | CA | 06/1998 | Present |
| Debtmerica Llc | Covina | CA | 01/2012 | Present |
| Aflac | West Covina | CA | 03/2013 | Present |
| Foresters Equity Services, Inc | Covina | CA | 04/2014 | Present |
| Fusion Capital Management | South Pasadena | CA | 11/2018 | Present |
1. DJ CHICAGO; NON-INVST RELATED; 564 E. CYRPESS ST COVINA CA 91723; OCCASIONAL PROMOTER FOR CLUBS AND RE-MIX; STARTED 06-1998; 2 HOURS PER MONTH 2. MIGUEL HERNANDEZ NOTARY PUBLIC; NON-INVST RELATED; PROVIDES NOTARY SERVICES AS AN INDEPENDENT PROVIDER; STARTED 01-1999; 2 HOURS PER MONTH 3.MAH FINANCIAL STRATEGIES; NON-INVST RELATED;564 E. CYPRESS ST COVINA, CA 91723; DBA USED TO MAINTAIN A BUSINESS BANK ACCOUNT, PAY ADMINISTRATIVE STAFF AND FUTURE REAL ESTATE INVESTING; STARTED 05/2006; 8 HRS. PER MONTH 4. LEGACY FULL CIRCLE FINANCIAL & INSURANCE SERVICES;903 GRAND AVE COVINA CA 91724; MARKETING COMPANY SELLING LIFE INSURANCE & ANNUITIES;WORKS AS AN INDEPENDENT SALES REPRESENTATIVE; STARTED 02/2011; 30 HOURS PER MONTH 5.DEBTMERICA LLC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA, CA 91723; DEBT SETTLEMENT SERVICES A/ WORKS AS AN INDEPENDENT SALES AGENT; STARTED 01/2012; 2 HOURS PER MONTH 6.PACIFIC REALTY CENTER; NON- INVST RELATED; 430 E. SAN BER RD COVINA CA 91723; REAL ESTATE AGENCY; WORKS AS AN INDEPENDENT REAL ESTATE AGENT; STARTED 02/2012; 5 HOURS PER MONTH 7. COPELAND GROUP; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; MARKETING COMPANY FOR MEDICARE PLANS; WORKS AS AN INDEPENDENT AGENT MARKETING MEDICARE PLANS; STARTED 03/2012; 20 HOURS PER MONTH 8. HEALTH NET; NON-INVEST RELATED; 564 E. CYPRESS ST COVINA CA 91723;HEALTH INSURANCE SALES; WORKS AS AN INDEPENDENT AGENT MARKETING HEALTH INSURANCE; STARTED 06/2012; 5 HOURS PER MONTH 9. AFLAC; NON-INVST RELATED; 564 E. CYPRESS ST COVINA CA 91723; SUPPLEMENTAL HEALTH INSURANCE; MARKETING SUPPLEMENTAL HEALTH INSURANCE; STARTED 03/2013; 2 HOURS PER MONTH DBA: EFIS FINANCIAL & INSURANCE SERVICES 10. EFIS FINANCIAL & INSURANCE SERVICES; 903 N. GRAND AVE SUITE E COVINA, CA 91724; OWNER; INVESTMENT RELATED NON-SECURITIES; 50 HOURS PER WEEK; START DATE: 5/2016; INSURANCE SALES OF LIFE, ANNUITIES, HEALTH , DENTAL, LTC AND MEDICARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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