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14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1999-03-09 |
Branch Locations
14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067 • 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 |
|---|---|---|---|---|
| Monterey Financial Services Inc | Oceanside | CA | 09/1994 | Present |
| Business News Network | Colorado Springs | CO | 02/1997 | Present |
| Cbs-Fm Talk Radio | Los Angeles | CA | 01/1999 | Present |
| American Money Management | San Diego | CA | 03/1999 | Present |
MONTEREY FINANCIAL (FINANCE CO.) SHAREHOLDER-DIRECTOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-02 |
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