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15635 Alton Parkway Suite 400, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2018-04-20 |
Branch Locations
5650 El Camino Real, Ste 223, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plotkin & Associates Inc, Dba Plotkin Group | Carlsbad | CA | 12/1991 | Present |
| Private Management Group | Irvine | CA | 09/1995 | Present |
Plotkin & Assoc, Inc DBA Plotkin Group Not investment related We provide Employee Assessments for the hiring process and for development of the employees. President/CEO 40 to 50 hrs per week During trading hours: All hours are devoted to Plotkin Group Operator of the business, service clients and obtain new clients, and other duties as required
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-24 |
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