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4740 Green River Road Suite 201, Corona, CA 92878 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-21 |
| AZ | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED | 2021-12-10 |
| CA | RA | APPROVED | 2020-02-28 |
Branch Locations
4740 Green River Road Suite 201, Corona, CA 92878 • 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 |
|---|---|---|---|---|
| Safe And Secure Retirement And Insurance Services, Inc. | Huntington Beach | CA | 10/2005 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 08/2015 | 02/2020 |
| Retirement Investment Advisors Inc. | Corona | CA | 02/2020 | Present |
| Real Estate Agent | Corona | CA | 01/1992 | 04/2021 |
| Safe And Secure Retirement And Insurance Services, Inc. | Huntington Beach | CA | 08/2021 | 12/2022 |
SAFE AND SECURE RETIREMENT AND INSURANCE SERVICES, INVESTMENT RELATED, 17011 BEACH BLVD. SUITE 900 HUNTINGTON BEACH, CA 92647,LIFE INSURANCE, ANNUITIES AND LTC, PRESIDENT, 10/2005, 80 HOURS PER MONTH, 40 HOURS, INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-03 |
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