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40395 Winchester Road Suite A, Temecula, CA 92591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-26 |
| CA | RA | APPROVED | 2020-07-10 |
Branch Locations
40395 Winchester Road Suite A, Temecula, CA 92591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teamtax Professionals | Temecula | CA | 09/1990 | Present |
| Ae Wealth Management | Topeka | KS | 07/2016 | 10/2020 |
| Global Financial Private Capital, Llc | Temecula | CA | 09/2013 | 09/2016 |
| Team Financial Group, Llc Dba Team Wealth & Tax Advisors | Temecula | CA | 05/2020 | Present |
| Leonard P Cole Financial And Insurance Services | Temecula | CA | 07/1994 | Present |
| Team Financial Group, Llc Dba Team Financial & Insurance Service | Temecula | CA | 11/2017 | 12/2024 |
| Cole Legacy Partners, Dba Cole Legacy Properties Llc | Temecula | CA | 02/2012 | Present |
(1) TEAMTAX PROFESSIONAL, INC. - INCOME TAX PREP - PREPARE INCOME TAX RETURNS AND MANAGE PRACTICE PRESIDENT AND CEO 1/31/2001 120 HOURS PER MONTH AVERAGE 4 HOURS DURING SECURITIES TRADING HOURS 2. Leonard P. Cole Financial & Insurance Services, Pass through entity for income from Team Financial Group, LLC and insurance trail commissions from prior sold policies, start date 07/1994.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-01 |
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