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Fmsa CRD 154136
$216M regulatory AUM 1,264 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-20 |
| FL | RA | APPROVED | 2025-02-20 |
| LA | RA | APPROVED | 2015-07-14 |
| TX | RA | APPROVED_RES | 2011-01-11 |
Branch Locations
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.
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC, INDEPENDENT INSURANCE SALES, COMMENCED 1/2002, LLC, 20% TIME SPENT, 100% OWNERSHIP, AGENT/REP; PROPERTY MANAGEMENT SERVICES OF LAFAYETTE LLC, OWN SELF SERVE CAR WASHES AND RENTAL PROPERTY, COMMENCED 4/2004, LLC, 5% TIME SPENT, 100% OWNERSHIP, ACTIVE OWNER;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-08 |
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