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511 University Dr. E Suite 210, College Station, TX 77840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2024-03-18 |
Branch Locations
511 University Dr. E Suite 210, College Station, TX 77840 • United States
333 H Street Suite 5000, Chula Vista, CA 91910 • 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 |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 08/2019 | 10/2021 |
| Toro Financial & Insurance Services, Inc. | San Diego | CA | 09/2017 | Present |
| Fefa Asset Management, Llc | 530 Vance Road | MO | 08/2019 | 10/2021 |
| Spartan Insurance Services | Chula Vista | CA | 03/2003 | 09/2017 |
| Corecap Advisors, Llc | Southfield | MI | 10/2021 | 02/2024 |
| Dugan & Brown Llc | Dublin | OH | 02/2024 | Present |
| L & W Financial Llc | Bryan | TX | 02/2024 | Present |
1.) Toro Financial & Insurance; YES INVESTMENT RELATED; 3737 Camino Del Rio South, Suite #105 San Diego, CA 92108; INSURANCE SALES; President; START DATE 09/2017; APPROX 200 XX HRS/MONTH; APPROX 100 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES; Similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-22 |
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