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Ministry Partners Securities, LLC CRD 154349
$25.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Pointe Dr., Suite 205, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-05-31 |
| IL | RA | APPROVED | 2020-03-20 |
| OR | RA | APPROVED | 2018-03-29 |
| TX | RA | APPROVED | 2015-05-15 |
| CA | RA | APPROVED | 2013-07-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Ministry Partners Securities, Llc | Brea | CA | 02/2013 | Present |
| Ministry Partners Investment Co | Brea | CA | 12/2015 | 12/2023 |
CHRISTIAN CARE MINISTRY, BOARD OF DIRECTORS, NON-INVESTMENT RELATED, 6 HOURS PER MONTH DURING SECURITIES TRADING HOURS, RECEIVES NO COMPENSATION, DUTIES INCLUDE BUSINESS OPERATIONS, STRATEGIC PLANNING, RISK MANAGEMENT, EXECUTIVE/STAFF PERFORMANCE AND COMPENSATION REVIEW. Health Care Sharing Ministries Alliance board. Melbourne, FL. Four hours, per month, may be during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-10 |
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