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4555 El Camino Real Suite I, Atascadero, CA 93422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-18 |
| CA | RA | APPROVED | 2024-08-06 |
Branch Locations
4555 El Camino Real Suite I, Atascadero, CA 93422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Managers, Inc. | Laguna Hills | CA | 04/2015 | 10/2024 |
| Slo Money Managers | Atascadero | CA | 05/2024 | Present |
(1) 7/11/2013: REAL ESTATE RENTAL - THIS IS A 3-UNIT RESIDENTIAL PROPERTY. NONE OF THE RENTERS ARE CUSTOMERS OR FINANCIAL ADVISORS. - INVESTMENT RELATED - 5% OF TIME SPENT - PASO ROBLES, CA (2) 1/10/2014: NON-VARIABLE INSURANCE - WILL CONTINUE MY RELATIONSHIP WITH CRUMP INSURANCE SERVICES, SELLING LIFE, DISABLITY, LTC AND FIXED ANNUITIES. - INVESTMENT RELATED - 5% OF TIME SPENT - TEMPLETON, CA. (3) 3/10/2015: REAL ESTATE RENTAL - START DATED=03/15/15 - INVESTMENT RELATED - 3 HOURS PER MONTH/0 HOURS DURING TRADING - PASO ROBLES, CA. (4) SLO Money Managers; Investment Related; Atascadero, CA; RIA; Owner/CCO/IAR; Start Date 05/2024; Approx. 160 hours/month all during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-22 |
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