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Alpha & Omega CRD 105548
$40.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
| CO | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2023-09-05 |
| LA | RA | APPROVED | 2023-07-13 |
| NY | RA | APPROVED | 2023-07-10 |
Branch Locations
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha & Omega Financial Management Consultants | La Mesa | CA | 09/2022 | Present |
| Preovolos Lewin, Alc | San Diego | CA | 01/1993 | Present |
I am an attorney with Preovolos Lewin, ALC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
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