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26625 Calle Emiliano, Menifee, CA 92585 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-02-22 |
Branch Locations
31500 Grape Street #3-356, Lake Elsinore, CA 92532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karl Schorr Wealth Management | Canyon Lake | CA | 10/2012 | Present |
Karl Schorr Wealth Management Business is investment-related 31500 Grape St. #3-356 Lake Elsinore, CA 92532 Licensed tax preparation and advising on Delaware Statutory Trusts (DSTs) Owner Performed in conjunction with RIA business Start date February 22, 2013 Hours/month: 9 Hours devoted during securities trading hours: 4 I prepare personal income tax returns for a small number of clients. I occasionally advise on 1031 property exchanges into Delaware Statutory Trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-05 |
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