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Syndicated Capital, Inc. CRD 29037
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
21671 Gateway Center Drive Suite 111, Diamond Bar, CA 91765 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-01 |
Branch Locations
21671 Gateway Center Drive Suite 111, Diamond Bar, CA 91765 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | San Marino | CA | 07/1980 | Present |
| First Wilshire Securities Management, Inc. | Pasadena | CA | 12/1983 | Present |
| Syndicated Capital, Inc. | Santa Monica | CA | 04/2014 | Present |
I AM A SELF EMPLOYED INSURANCE BROKER SELLING DISABILITY, LIFE AND MAJOR MEDICAL INSURANCE PRODUCTS. I AM ENGAGED IN THE INSURANCE BUSINESS APPROXIMATELY 40 HOURS PER WEEK. THE BUSINESS IS NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-23 |
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