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6021 Katella Ave Suite 125, Cypress, CA 90630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-13 |
Branch Locations
6021 Katella Ave Suite 125, Cypress, CA 90630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivanoff Wealth Management Inc. | Cypress | CA | 03/2025 | Present |
| Ivanoff Wealth Management Inc. | Cypress | CA | 03/2023 | 03/2025 |
| Homemaker | Irvine | CA | 03/2016 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
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