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8787 Complex Drive Suite 410, San Diego, CA 92123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
8787 Complex Drive Suite 410, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srs Wealth Management, Llc Fka Successful Retirement Solutions | San Diego | CA | 02/2017 | Present |
| Successful Solutions, Llc | San Diego | CA | 02/2001 | Present |
SUCCESSFUL SOLUTIONS, LLC; Yes, investment related; TRADITIONAL LIFE SALES, HEALTH SALES, 8787 Complex Drive Suite 410, San Diego, CA SINCE 2001. 160 hours/month spent on activity; 73 hours/month during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-19 |
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