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4160 Temescal Canyon Road Suite 307, Corona, CA 92883 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2017-06-22 |
Branch Locations
3005 Douglas Blvd. Ste 150, Roseville, CA 95661 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Safeguard Financial | Fair Oaks | CA | 08/1996 | Present |
| Safeguard Investment Advisory Group | Corona | CA | 07/2008 | Present |
EDWARD SOTA OFFERS INSURANCE PRODUCTS TO CLIENTS THROUGH CALIFORNIA LIFE LICENSE# 0C16747 THROUGH SIAG FINANCIAL AND INSURANCE SERVICES, INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-28 |
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