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Ronald Mendoza

Financial & Tax Architects, LLC

Valencia, CA

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Current Employers
Financial & Tax Architects, Llc

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-06-18
  • CA RA
    APPROVED
    Since 2019-06-18

Branch Locations

27240 Turnberry Lane, Suite 200, Valencia, CA 91355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Capital Management Wheaton IL 01/2018 05/2019
Self Employed - Insurance Sales Palmdale CA 01/2002 Present
Financial & Tax Architects, Inc. St Louis MO 06/2019 Present
  • 01/2018 → 05/2019
    Brookstone Capital Management
    Wheaton, IL
  • 01/2002 → Present
    Self Employed - Insurance Sales
    Palmdale, CA
  • 06/2019 → Present
    Financial & Tax Architects, Inc.
    St Louis, MO
Previous Registrations
Other Businesses

Self employed as a Life Agent in the business of marketing and sales of life insurance and fixed annuities since around 2002.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-01
  • S65 Uniform Investment Adviser Law Examination
    2017-12-01

View on SEC IAPD

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