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28751 Rancho California Rd Suite 100, Temecula, CA 92590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-18 |
| CA | RA | APPROVED | 2016-05-06 |
Branch Locations
28751 Rancho California Rd Suite 100, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfgang Financial And Insurance Agency | Temecula | CA | 10/2014 | Present |
| Wolfgang Capital Llc | Temecula | CA | 05/2016 | Present |
| Wolfgang Investments Llc | Temecula | CA | 10/2012 | Present |
| Wolfgang Tax & Accounting Llp | Temecula | CA | 03/2025 | Present |
Wolfgang Financial Group, LLC dba Wolfgang Financial and Insurance Agency. FIXED LIFE AND HEALTH INSURANCE SALESMAN. START 10/2014. TIME DEVOTED 60 hrs/mo. Wolfgang Investments, LLC; Investment Related; Managing Member; Research real estate opportunities for purchase; Start Date 10/2012; Temecula, CA; Less than 1% of time is spent on this activity. Wolfgang Tax & Accounting LLP; Not-Investment Related; Partner; Bookkeeping, tax services; Start Date 03/2025; Temecula, CA; Less than 10% of time is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-16 |
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