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733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-16 |
Branch Locations
733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth | San Luis Obispo | CA | 03/2016 | 09/2020 |
| Central Coast Wealth Management | San Luis Obispo | CA | 03/2016 | 09/2020 |
| Cerro Pacific Wealth Advisors, Llc | San Luis Obispo | CA | 10/2020 | Present |
1) NOTARY PUBLIC; NOT INVESTMENT RELATED; CONDUCTED FROM OFFICE LOCATION. 2) LAST BUCK RANCH; NOT INVESTMENT RELATED; 2780 LA PANZA ROAD, CRESTON, CA 93432; CATTLE RANCH; 50% OWNER WITH SPOUSE; CEO; 08/04/2022; 20 TO 50 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; DAY TO DAY OPERATIONS AND MANAGEMENT OF CATTLE RANCH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-24 |
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