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4740 Green River Rd., Ste 104, Corona, CA 92878 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
4740 Green River Rd., Ste 104, Corona, CA 92878 • United States
3 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 |
|---|---|---|---|---|
| Mercuri Asset Management, Llc | Corona | CA | 01/2010 | Present |
| Equivita Life Settlements, Llc | Corona | CA | 01/2018 | Present |
DBA MAM Insurance Agency/investment-related/Corona, CA/LICENSED TO SELL FIXED LIFE, HEALTH AND DISABILITY INSURANCE/1997/approximately 10 hours per month Equivita Life Settlements, LLC/non-investment related/Corona, CA/life settlements/owner-operator/January 1, 2018/approximately 10 hours per month Meridian Trust Services/Investment-related/Corona, CA/April 2014/owner/company is trustee/less than 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-11 |
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