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26041 Acero, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-12 |
| CA | RA | APPROVED | 2008-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fmn Capital Corporation | Mission Viejo | CA | 06/2008 | Present |
| Emc Financial Planning, Inc. | Mission Viejo | CA | 02/2005 | Present |
| Financial Management Network | Mission Viejo | CA | 06/2008 | Present |
1. APPOINTED AGENT OF VARIOUS INSURANCE COMPANIES 2. 02/10/03 - TAX PREPARATION & PLANNING. 3. 11/22/06 - AMERIESTATE/SELLING PREPAID LEGEL PLANS/OTHER-AMERIESTATE/ 5% TIME SPENT LAGUNA HILLS CA 4.02/2017- CD PARTNERS DBA CDP- TAX PREPARATION & BOOKKEEPING- 10% TIME SPENT- MISSION VIEJO, CA - NOT INVESTMENT RELATED. 5. IRS Enrolled Agent; 10% of time- Mission Viejo, CA; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
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