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6021 Katella Ave Suite 125, Cypress, CA 90630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-13 |
| CA | RA | APPROVED | 2025-02-06 |
Branch Locations
6021 Katella Ave Suite 125, Cypress, CA 90630 • United States
2684 Townsend Ct. Suite B, Clarksville, TN 37043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivanoff Wealth Management Inc. | Cypress | CA | 01/2025 | Present |
| Ivanoff Advisors & Associates | Cypress | CA | 03/2024 | Present |
| Family First Auto Sales | Clarksville | TN | 02/2014 | Present |
Family First Auto Sales; Not Investment Related; Owner; Auto Sales; Clarksville, TN; 02/2014; Approximately 10% of time Ivanoff Advisors & Associates; Investment Related; Insurance Agent; Cypress, CA; 03/2024; Approximately 5% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
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