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2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-14 |
Branch Locations
2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosley Wealth Management, Inc | Anaheim | CA | 10/2022 | Present |
| Mosley Wealth Management, Inc | Anaheim | CA | 04/2023 | Present |
| Matts El Rancho | Austin | TX | 09/2021 | 09/2022 |
| Unemployed | Carlsbad | CA | 05/2020 | 08/2021 |
| Winspire | Laguna Hills | CA | 07/2015 | 04/2020 |
1.) MOSLEY INSURANCE AND FINANCIAL SERVICES INC.; 2401 EAST KATELLA STREET, SUITE 270, ANAHEIM, CA 92806; INSURANCE SALES; INSURANCE AGENT; START DATE 01/2023 - PRESENT; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
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