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Advanced Portfolio Strategies CRD 284697
$217M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-10-31 |
Branch Locations
3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Pasadena | CA | 10/2010 | Present |
| Mml Investors Services | Pasadena | CA | 02/2011 | 11/2016 |
| Aps Management Group, Inc. | Torrance | CA | 10/2016 | Present |
General sales of life, health, disability and long-term care insurance and annuities. I receive standard commissions from the insurance provider for the sale of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-31 |
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