Michael Richard Elizondo

Current Employers

Srs Wealth Mangement

8787 Complex Drive Suite 410, San Diego, CA 92123 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-08

CA RA
APPROVED

Since 2025-01-08

Branch Locations

8787 Complex Drive Suite 410, San Diego, CA 92123 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Srs Wealth Management, Llc	San Diego	CA	01/2025	Present
Successful Solutions, Llc	San Diego	CA	01/2020	Present
United States Navy Reserves	San Diego	CA	12/2014	06/2022

01/2025 → Present

Srs Wealth Management, Llc

San Diego, CA
01/2020 → Present

Successful Solutions, Llc

San Diego, CA
12/2014 → 06/2022

United States Navy Reserves

San Diego, CA

Other Businesses

SUCCESSFUL SOLUTIONS, LLC; INV REL; SAN DIEGO, CA; INSURANCE SALES AND SERVICES; ADMIN/INS AGENT; START 01/2020; APPROX 160 HRS/MO; 160 DURING SEC TRADING.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-20

S65 Uniform Investment Adviser Law Examination

2024-12-20

View on SEC IAPD

Current Employers

Srs Wealth Mangement

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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