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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-21 |
Branch Locations
6639 Bay Laurel Place Suite B, Avila Beach, CA 93424-0130 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
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 |
|---|---|---|---|---|
| Domus Capital Group, Llc | San Luis Obispo | CA | 11/2012 | 04/2020 |
| Congress Wealth Management Llc | Avila Beach | CA | 02/2020 | 09/2020 |
| Congress Wealth Management, Llc | Avila Beach | CA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-31 |
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