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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-08 |
| TX | RA | APPROVED_RES | 2022-09-08 |
| CA | RA | APPROVED | 2013-04-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Fusion Investment Advisors | La Verne | CA | 04/2013 | Present |
Fixed Insurance and Annuities, ,40%of business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-25 |
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