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6021 Katella Ave Suite 125, Cypress, CA 90630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
Branch Locations
6021 Katella Ave Suite 125, Cypress, CA 90630 • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-22 |
Branch Locations
5252 Orange Ave. Suite 107, Cypress, CA 90630 • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
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 |
|---|---|---|---|---|
| Tucker Asset Management Llc | Littleton | CO | 09/2017 | Present |
| Travis Ivanoff Insurance Services Inc. | Cypress | CA | 12/2015 | Present |
| Ivanoff Wealth Management Inc. | Cypress | CA | 06/2017 | Present |
| Ivanoff Wealth Management Inc. | Cypress | CA | 03/2023 | Present |
TRAVIS IVANOFF INSURANCE SERVICES INC.; INVESTMENT REALTED; 12/2015; CYPRESS, CA; PRESIDENT AND INSURANCE AGENT; INSURANCE PRODUCT SALES; 60 HOURS/MOTH INCLUDEING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
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