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25401 Cabot Rd, Laguna Hills, CA 92653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Managed Asset Protect Inc. (Self) | Laguna Hills | CA | 07/1996 | Present |
| Managed Asset Wealth Management, Llc | Laguna Hills | CA | 08/2014 | Present |
MANAGED ASSET PROTECT INC. - INDEPENDENT INSURANCE AGENT - APPROXIMATELY 20 HOURS PER WEEK WITH SOME DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-05 |
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