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7720 Painter Ave Suite A, Whittier, CA 90602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-13 |
Branch Locations
7720 Painter Ave Suite A, Whittier, CA 90602 • 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 |
|---|---|---|---|---|
| Cerda Wealth Management | Downey | CA | 12/2012 | Present |
| Cerda Munoz Advisors, Inc | Downey | CA | 12/2013 | Present |
NAME OF OTHER BUSINESS ACTIVIY HILBERTO CERDA TAX PREPARER WITH CERDA MUNOZ ADVISORS, INC BUSINESS HAS THE SAME NAME AS ADVISORY FIRM, TAX PREPARATION SERVICES ARE NOT INVESTMENT RELATED,10821 PARAMOUNT BLVD DOWNEY CA 90241, TAX PREPARATION, SALARY EMPLOYEE. APPROXIMATELY NUMBER OF HOURS PER MONTH 10. HOURS DEVOTED DURING TRADING HOURS NONE. HILBERTO PREPARES INDIVIDUAL INCOME TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-16 |
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