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Inactive

George Ivan Zuluaga

Avina Financial Group, Inc.

Bellflower, CA

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Current Employers
Avina Financial Group, Inc.

17138 Bellflower Blvd Suite 201, Bellflower, CA 90706 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

17138 Bellflower Blvd Suite 201, Bellflower, CA 90706 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wisewealth Financial Advisors Long Beach CA 11/2012 02/2021
Wisewealth Insurance And Financial Services Long Beach CA 06/2007 Present
Sagepoint Financial, Inc. Torrance CA 05/2017 09/2017
Avina Financial Group, Inc. Bellflower CA 08/2019 Present
  • 11/2012 → 02/2021
    Wisewealth Financial Advisors
    Long Beach, CA
  • 06/2007 → Present
    Wisewealth Insurance And Financial Services
    Long Beach, CA
  • 05/2017 → 09/2017
    Sagepoint Financial, Inc.
    Torrance, CA
  • 08/2019 → Present
    Avina Financial Group, Inc.
    Bellflower, CA
Previous Registrations
  • 2017-09-13 → 2021-02-20
    Wisewealth Financial Advisors
    Long Beach, CA
  • 2017-05-30 → 2017-09-15
    Osaic Services, Inc.
    Gardena, CA
  • 2015-07-01 → 2017-05-17
    Wisewealth Financial Advisors
    Long Beach, CA
  • 2012-12-06 → 2014-12-09
    Wisewealth Financial Advisors
    Long Beach, CA
  • 2010-08-04 → 2012-11-27
    Innovative Advisory Group
    Lexington, MA
    Lakewood, CA
Other Businesses

SOLE PROPRIETOR AS AN INSURANCE AGENT; STARTED DATE 06/2007; SALES OF INSURANCE PRODUCTS FOR WHICH COMMISSIONS MAY BE RECEIVED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-17
S65 Uniform Investment Adviser Law Examination 2010-07-20
  • S63 Uniform Securities Agent State Law Examination
    2017-06-17
  • S65 Uniform Investment Adviser Law Examination
    2010-07-20

View on SEC IAPD

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AMES FINANCIAL SERVICES
FOUNDATIONS INVESTMENT ADVISORS LLC
PURE WEALTH MANAGEMENT

Other Investors

ADAN SANTOS
EDDIE LOZANO RIVERA
EMANUEL OMAR AVINA
Shemirel Guzman Hernandez
MICHAEL GOMEZ
Timothy Christopher Camas
Amber Mary Gaitan
BRIAN CHRISTOPHER MOORE

Other Offices

PFS INVESTMENTS INC. · BELLFLOWER, CA
J.P. MORGAN SECURITIES LLC · BELLFLOWER, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PARAMOUNT, CA
J.P. MORGAN SECURITIES LLC · PARAMOUNT, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Downey, CA
LPL FINANCIAL LLC · DOWNEY, CA
PFS INVESTMENTS INC. · CERRITOS, CA
AMES FINANCIAL SERVICES · LAKEWOOD, CA

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