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2131 Palomar Airport Rd. Suite 330, Carslbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-07 |
Branch Locations
2131 Palomar Airport Road, Suite 330, Carlsbad, CA 92011 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Sterling Wealth Management Group, Inc. | Carlsbad | CA | 11/2010 | 05/2019 |
| Apw Capital | Parsippany | NJ | 11/2011 | 05/2019 |
| Sterling Global Strategies | Carlsbad | CA | 06/2014 | 05/2019 |
| Wwm Financial | Carlsbad | CA | 05/2019 | Present |
1)RENTAL PROPERTIES; San Diego, CA; non-investment related; Service: rental home; Start date: 01/01/2000; Duties: individual investment on property; Title: OWNER; Time spent: 1 hour/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-07 |
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