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7720 Painter Ave Suite A, Whittier, CA 90602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-25 |
Branch Locations
7720 Painter Ave Suite A, Whittier, CA 90602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerda Wealth Management | Downey | CA | 04/2013 | Present |
| Cerda Munoz Advisors, Inc | Downey | CA | 12/2013 | Present |
NAME OF OTHER BUSINESS AARON MUNOZ TAX PREPARER WITH CERDA MUNOZ ADVISORS, INC. BUSINESS HAS SAME NAME AS ADVISORY FIRM, TAX PREPARATION SERVICES ARE NOT INVESTMENT RELATED, 10821 PARAMOUNT BLVD DOWNEY CA 90241, TAX PREPARATION, SALARY EMPLOYEE . APPROXIMATELY NUMBER OF HOURS PER MONTH 10. HOURS DEVOTED DURING TRADING HOURS NONE. I PREPARE INDIVIDUAL INCOME TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-29 |
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