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Namcoa CRD 133978
$404M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2021-06-22 |
Branch Locations
107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fusco & Orsini Insurance Services Inc | San Diego | CA | 09/2010 | Present |
| Naples Asset Management Co., Llc | Naples | FL | 06/2021 | Present |
I am the President of an independent insurance agency in San Diego, Ca. We offer P&C insurance products, in addition to life and health insurance products. I receive a salary from my current firm.
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