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23929 Valencia Blvd Suite 404, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| CA | RA | APPROVED | 2025-01-30 |
Branch Locations
23929 Valencia Blvd Suite 404, Valencia, CA 91355 • 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 |
|---|---|---|---|---|
| Lucas Insurance Services, Inc. | Santa Clarita | CA | 09/1989 | Present |
| Financial & Tax Architects | Valencia | CA | 07/2018 | 04/2024 |
| Avinci Wealth Management | Valencia | CA | 10/2023 | Present |
1) I OWN AN INSURANCE AGENCY CALLED LUCAS INSURANCE SERVICES. I AM THE OWNER AND I STARTED THE AGENCY ON 9/1/1989. THE ADDRESS IS 23556 LYONS AVENUE, SANTA CLARITA, CA 91321. MY POSITION IS OWNER AND I DEVOTE PART TIME STATUS (30%) WHICH IS APPROXIMATELY 50 HOURS/MONTH. I OVERSEE THE ENTIRE OPERATIONS THE AGENCY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-02 |
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