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1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-04 |
| FL | RA | APPROVED | 2022-08-12 |
Branch Locations
Inlet Beach, FL • United States
1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States
2 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 |
|---|---|---|---|---|
| Mac Wealth Mgt. Inc. | Manhattan Beach | CA | 07/2007 | 12/2021 |
| Jeppson Wealth Management, Llc. | Manhattan Beach | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-29 |
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