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43537 Ridge Park Drive, Suite 100, Temecula, CA 92590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2021-12-20 |
Branch Locations
43537 Ridge Park Drive, Suite 100, Temecula, CA 92590 • 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 |
|---|---|---|---|---|
| Tradingblock | Chicago | IL | 11/2015 | Present |
| Cme Strategic Wealth Management | Temecula | CA | 02/2016 | Present |
1) STRATEGIC PROFESSIONAL TAX SERVICE - TAX PREPARATION - 36882 GENIMA AVE, MURRIETA, CA 92563 - TAX PREPARER/OWNER - STARTED 2/2012; 2) RENTAL PROPERTY - RENTAL REAL ESTATE; 36882 Gemina Ave, Murrieta, CA 92563, Not investment related, minimum amount of hours per month; 3) CME Strategic Wealth Management, 43537 Ridge Park Drive Suite 101, Temecula, CA 9250, a Registered Investment Adviser .4) Licensed Life Insurance and Variable annuity agent not currently active .5) Zemac Group LLC. Glendale AZ. Assist in management of real estate properties for my family, approximately 5 hours a month. Not investment related activity.6) Resort /vacation sharing business (Eldorado Resorts)- started in Oct 2022 (marketing posn)- about 15/wk hrs per wk / 60 hrs per mnth (Not investment related activity). Market hours not impacted by outside business activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-20 |
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