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165 Broadway 23 Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-08 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2009 | 12/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2009 | 12/2017 |
| Larrea Asset Management | New York | NY | 10/2003 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2010 | 12/2017 |
| Securities Service Network | New York | NY | 01/2018 | Present |
| Ssn Advisory Inc | New York | NY | 01/2018 | Present |
1. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 06/01/1997 - NIR - Fixed Life Insurance, LTC and Disability, Sales and Service of Fixed Life LTC and Disability Insurance - S-Corp - 8 Hrs/Mo 2. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 03/2003 - investment related - RIA Prepares financial plans for hourly and flat fees - RIA - S-Corp - 2 hrs/mo trading 3. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 11/2015 start date - Investment Related - Author - Author of a book - S-Corp - 1 Hr/mo trading 4. Larrea Wealth Management - 77 Water St, 8th Floor, New York, NY 10005 - 03/2003 start date - NIR - Coaching, consulting one-off or as needed to clients companies, non-clients using experiences 20+ years as an entrepreneur - Coacing clients - S- Corp - 2 hrs/mo trading 5. 401k Power.com Inc - 77 Water St, 8th Floor, New York, NY 10005 - 03/2017 - NIR - Membership website for retirement participants consultations included and available through Larrea Wealth. - Sold for $87 - 287 month includes articles & videos - s-corp - 4 hrs/mo trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-06 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-06 |
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