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6373 Brockton Ave., Riverside, CA 92506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax & Insurance Services Incorporated | Riverside | CA | 06/1989 | Present |
| Innovation Partners Llc | Charlotte | NC | 02/2016 | Present |
| C Financial And Tax Associates - A Reigistered | Riverside | CA | 03/2014 | Present |
INV OFFICE; TAX & INSURANCE SERVICES INCORPORATED; NO; 6373 BROCKTON AVE,RIVERSIDE,CA,92506; TAX PREP; OWNER/PREPARER; 06/89; 25HR/MO; 25HR/MO; REVIEW RETURNS, MEET W/CLIENTS, TAX ADVICE; INS SALES; TAX & INSURANCE SERVICES INCORPORATED; YES; 6373 BROCKTON AVE,RIVERSIDE,CA,92506; INS SALES; LIC AGT; 06/89; 100HR/MO; 100HR/MO; LIFE, VARIABLE, & ANNUITY SALES; INV ADV; AIGFA; YES; 6373 BROCKTON AVE,RIVERSIDE,CA,92506; INV ADV; CORP RIA; 06/89; 50HR/MO; 50HR/MO; INV ADV SVC, SALES & ADVICE; INNOVATION PARTNERS, INVESTMENT RELATED, CHARLOTTE, NC 28210, SALE OF REGISTERED PRODUCTS, REGISTERED REPRESENTATIVE, 40 HR/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-20 |
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