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411 Borel Avenue Suite 502, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-04-05 |
Branch Locations
411 Borel Avenue Suite 502, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Individual Asset Management, Inc. | Chapala | 05/2006 | Present | |
| Taxes In Mexico | Chapala | 03/2004 | Present |
US TAX PREPARATION, SELF-EMPLOYED DBA. "TAXES IN MEXICO", NOT INVESTMENT-RELATED, FROM 03/2004, THIS IS MAIN BUSINESS. ADDRESS: 88-B CALLE SAN LUIS, RIBERAS DEL PILAR, CHAPALA, MEXICO 45900.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-15 |
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