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111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-03 |
Branch Locations
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Torrance | CA | 02/2016 | 08/2024 |
| Raymond James Financial Services Advisors Inc. | Torrance | CA | 03/2016 | 08/2024 |
| Crux Wealth Advisors | Long Beach | CA | 02/2016 | 05/2017 |
| Crux Wealth Advisors | Long Beach | CA | 02/2016 | Present |
| Arete Wealth Management | Chicago | IL | 08/2024 | Present |
Crux Wealth Advisors, dba, Employee of RIA, Long Beach, CA, Investment related, 160 hours per month, 130 during trading hours, Start date: 6/2024. Crux Insurance Agency, dba, Insurance sales, Long Beach, CA, Investment related, 160 hours per month, 130 during trading hours, Start date: 6/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
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