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El Camino Real Financial Advisors CRD 155883
$745.6K regulatory AUM 18 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Santa Teresa, NM • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-07-20 |
| TX | RA | APPROVED_RES | 2015-10-01 |
| CA | RA | APPROVED | 2015-01-16 |
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 |
|---|---|---|---|---|
| El Camino Real Financial Advisors | Santa Teresa | NM | 01/2011 | Present |
| Charter Communications | El Paso | TX | 02/2016 | 11/2020 |
Insurance AGENT, START DATE :29-SEP-2011, HOURS :2, SECURITY HOURS: 40, LIFE INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-25 |
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