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5290 Overpass Rd Suite 217, Goleta, CA 93111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5290 Overpass Rd Suite 217, Goleta, CA 93111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anodos Advisors, Llc | Santa Barbara | CA | 10/2005 | Present |
| Financial Vision, Llc | Santa Barbara | CA | 01/2013 | Present |
ANODOS ADVISORS, LLC IS INVESTMENT RELATED. 5290 Overpass Rd, Suite 217, SANTA BARBRA, CA 93111. FINANCIAL CONSULTING FIRM. JOSHUA YAGER IS THE CEO WITH A START DATE OF OCTOBER 2005. 136HR/MO. PORTFOLIO MANAGEMENT AND FINANCIAL PLANNING SERVICES WITH LIMITED DISCRETIONARY POWER. ANY COMPENSATION RECEIVED FOR SERVICES RENDERED WILL REMAIN SEPARATE FROM FINANCIAL VISION, LLC. IT IS BELIEVED THAT THIS AFFILIATION DOES NOT PRESENT A CONFLICT OF INTEREST FOR FINANCIAL VISION CLIENTS. GOLD CREST, LLC NOT INVESTMENT-RELATED 650 WARD DRIVE, SANTA BARBARA, CA 93111 MANUFACTURER OF MULTI-USE LIGHTING PRODUCTS MANAGER 06/01/2006 1 HR/MO 1 HR/MO BOARD LEVEL OVERSIGHT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-05 |
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