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2121 Ave. Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED_RES | 2026-02-09 |
Branch Locations
2121 Ave. Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
120 Vantis Drive Suite 440, Aliso Viejo, CA 92656 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
Branch Locations
120 Vantis Dr Suite 440, Aliso Viejo, CA 92656 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
3 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Select Portfolio Management, Inc. | Aliso Viejo | CA | 07/1997 | 10/2025 |
| Select Money Management, Inc. | Aliso Viejo | CA | 12/2010 | Present |
| Seia Llc | Aliso Viejo | CA | 10/2025 | Present |
SPM INC. - NON-INVESTMENT RELATED - ADMINISTRATIVE SERVICES COMPANY - APPLICANT OWNS 50% FAITHFUL WITH FINANCES, INC. - NON-INVESTMENT RELATED - PUBLICATION OF FINANCIAL CURRICULUM DESIGNED FOR CHURCHES; "FAITHFUL WITH MUCH" BOOK SALES AND SPEAKING ENGAGEMENTS FOR BOOK PROMOTION. SEIA LLC POSITION: Managing Senior Partner, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 10/17/2025 ADDRESS: 120 Vantis Dr, Suite 440, Aliso Viejo CA 92656, United States DESCRIPTION: RIA sales & service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-07 |
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