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Inactive

Luis Efren Razo

Guiding Wealth Management, LLC

San Bernardino, CA

Richardson, TX

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Current Employers
Guiding Wealth Management, Llc

2007 N. Collins Blvd Ste 503, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-04
CA RA APPROVED 2024-03-08
  • TX RA
    APPROVED
    Since 2024-07-04
  • CA RA
    APPROVED
    Since 2024-03-08

Branch Locations

473 Carnegie Dr., San Bernardino, CA 92408 • United States

2007 N. Collins Blvd Ste 503, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guiding Wealth Management, Llc Richardson TX 10/2023 Present
Unemployed Riverside CA 02/2021 10/2023
Avant Enterprises Ontario CA 05/2017 02/2021
Avant Enterprises Riverside CA 03/2017 05/2017
Unemployed Riverside CA 09/2016 03/2017
Jenson Usa Bicycles Riverside CA 04/2007 09/2016
  • 10/2023 → Present
    Guiding Wealth Management, Llc
    Richardson, TX
  • 02/2021 → 10/2023
    Unemployed
    Riverside, CA
  • 05/2017 → 02/2021
    Avant Enterprises
    Ontario, CA
  • 03/2017 → 05/2017
    Avant Enterprises
    Riverside, CA
  • 09/2016 → 03/2017
    Unemployed
    Riverside, CA
  • 04/2007 → 09/2016
    Jenson Usa Bicycles
    Riverside, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-17
  • S65 Uniform Investment Adviser Law Examination
    2023-12-17

View on SEC IAPD

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