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Mw Investment Strategy CRD 118433
$42.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-04 |
Branch Locations
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-26 |
Branch Locations
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | San Francisco | CA | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 09/2017 |
| Van Hulzen Asset Management | El Dorado Hills | CA | 09/2017 | Present |
| Mw Investment Strategy | El Dorado Hills | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-03 |
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