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Indio, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-08-18 |
Branch Locations
16520 Bake Parkway Suite 200, Irvine, CA 92618 • United States
Indio, CA • United States
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 |
|---|---|---|---|---|
| Elm Money Management, Llc D/B/A Gordon Carlson & Associates | Irvine | CA | 08/2009 | Present |
1) RESULT$ ADVISORS, INC; 16520 BAKE PARKWAY, STE. 200, IRVINE, CA 92618; REAL ESTATE BROKERAGE; OWNER, 02/2009; 20 HRS/MO, DURING TRADING & NON-TRADING HRS; CORPORATE GOVERNANCE, & OVERSIGHT (2) LIFE AGENT, CA DEPT OF INSURANCE LICENSE #0B92640, LESS THAN 5 HOURS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-27 |
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