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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-02 |
| CA | RA | APPROVED | 2019-06-12 |
Branch Locations
701 North Brand Boulevard, Suite 830, Glendale, CA 91203 • 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 |
|---|---|---|---|---|
| Rta & Associates Financial & Insurance Services | Glendale | CA | 05/2009 | Present |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 04/2017 | 05/2019 |
| Kinetic Investment Management, Inc. | Glendale | CA | 05/2019 | Present |
RTA & Associates Financial & Insurance Services; it is investment related; 701 N. Brand Blvd, #830, Glendale, CA 91203; offers clients comprehensive financial services and insurance services; Director of Sales & Marketing; since 02/2010; works at least 80 hours per month during market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-04 |
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