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22994 El Toro Rd, Lake Forest, CA 92630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-06-24 |
| TX | RA | APPROVED_RES | 2014-04-25 |
| CA | RA | APPROVED | 1994-07-26 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| G.W. Sherwold Associates, Inc | Lake Forest | CA | 10/1996 | Present |
G.W. SHERWOLD ASSOCIATES, INC. - RIA, 100% OWNER ASSOCIATED SUITES, LTD NON-INVESTMENT RELATED 22994 EL TORO ROAD LAKE FOREST, CA 92630 EXECUTIVE SUITE LEASING 100% OWNER 10 HOURS PER MONTH LEASING OFFICES NOTARY PUBLIC 5 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-02 |
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