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615 S. Main Street Suite A, Templeton, CA 93465 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-12 |
Branch Locations
615 S. Main Street Suite A, Templeton, CA 93465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garcia Wealth Management Group, Inc. | Templeton | CA | 03/2014 | 03/2021 |
| Corvus Wealth Advisors Llc | Templeton | CA | 01/2021 | Present |
Paso Robles & Templeton Chamber of Commerce; investment related: No; Location of the business: 1314 Spring St Paso Robles California 93446 United States; Description of the business: The Chamber provides opportunities for business leaders to convene, connect, learn, advocate and grow to foster a culture of engaged, committed and successful businesses embracing the Paso Robles community.; Position Title: Board Of Directors; Responsibilities Duties: Establish and oversee the implementation of our annual goals, directives and budget. Lead and develop our policy development programs and evaluate the overall effectiveness of the Chamber's impact within our community.; Start date with business: 2025-01-01;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-25 |
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