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8820 E. Foxhollow Drive, Anaheim, CA 92808 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-03-08 |
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 |
|---|---|---|---|---|
| Wealth Management Strategies Financial Services, Llc | Anaheim | CA | 03/2018 | Present |
| Global Investment Solutions, Llc | Newport Beach | CA | 06/2016 | 06/2018 |
| Wm Strategies & Insurance Services Corp | Villa Park | CA | 01/2000 | Present |
1. WM STRATEGIES & INSURANCE SERVICES CORP / ANAHEIM, CA 92630/OWNER/INVESTMENT RELATED/SINCE MAY 2000/INSURANCE SALES/SALES OF INSURANCE PRODUCTS/10 HOURS PER MONTH DEVOTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-04 |
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