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Adam Ochoa

Lotusland Properties

Palm Desert, CA

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Current Employers
Lotusland Properties

44651 Village Court Suite 125, Palm Desert, CA 92260 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-26
  • CA RA
    APPROVED
    Since 2026-01-26

Branch Locations

44651 Village Court Suite 125, Palm Desert, CA 92260 • 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
The Practice Cpa Palm Desert CA 01/2010 Present
Lotusland Properties, Inc. Palm Desert CA 11/2022 Present
  • 01/2010 → Present
    The Practice Cpa
    Palm Desert, CA
  • 11/2022 → Present
    Lotusland Properties, Inc.
    Palm Desert, CA
Other Businesses

Adam Ochoa is a CPA with The Practice Certified Public Accountants, Inc. Approximately forty hours a week are spent on this other business activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE WEALTH CONSULTING GROUP
CYPRESS WEALTH SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FLC CAPITAL ADVISORS
MARSHA LEE & COMPANY,INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

MICHAEL J GOODMAN
GREGORY C HILL
NEAL BRIAN WILSON
KIMBERLY JO SAFOYAN
JASON MCCORD NETTLETON
MARC EDELMAN KOVEN
CHRISTIAN BRAD RISENMAY
GREGORY Thomas FRECH

Other Offices

CETERA INVESTMENT ADVISERS LLC · PALM DESERT, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palm Desert, CA
THE WEALTH CONSULTING GROUP · Palm Desert, CA
CYPRESS WEALTH SERVICES, LLC · PALM DESERT, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PALM DESERT, CA
FLC CAPITAL ADVISORS · PALM DESERT, CA
MARSHA LEE & COMPANY,INC. · PALM DESERT, CA
RAYMOND JAMES & ASSOCIATES, INC. · Palm Desert, CA

More in Palm Desert, CA

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