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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-25 |
| TX | RA | APPROVED | 2021-07-25 |
Branch Locations
Los Angeles, CA • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abi Business Insurance Services | Agoura Hills | CA | 01/2013 | 04/2021 |
| Strategy Marketplace, Llc | Manchester | MO | 07/2021 | Present |
| Strategy Marketplace, Llc | Los Angeles | CA | 07/2021 | Present |
Giovanni Cuarez is a tax practitioner/preparer at Sempervirent Advisory Group, Inc. Los Angeles CA. Mr. Cuarez may acts as a tax professional for advisory clients. Giovanni Cuarez is a licensed insurance agent with CMS Insurance Agency LLC. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of the Advisor are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. The Advisor addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-17 |
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