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39490 Copper Craft Dr, Murrieta, CA 92562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vertex Investments Group, Llc | Murrieta | CA | 08/2023 | Present |
| Efficient-Aire Mechanical, Inc. | Murrieta | CA | 10/2017 | Present |
| Energy Options Inc. | Paramount | CA | 07/2010 | 09/2017 |
Efficient-Aire Mechanical Inc.; investment related; 39490 Copper Craft Drive Murrieta CA 92562; HVAC; Founder & CEO; Owner; 10/2017; Activity accounts for less than 10% of associates time; I am founder and CEO of Efficient-Aire Mechanical Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
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