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Mosley Wealth Management, Inc. CRD 318592
$279M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-21 |
Branch Locations
9820 Willow Creek Road, San Diego, CA 92131 • United States
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 |
|---|---|---|---|---|
| Palos Verdes High School | Palos Verdes Estates | CA | 09/2016 | 06/2020 |
| University Of Oregon | Eugene | OR | 09/2020 | 04/2024 |
| Guardian Life Insurance Company | San Diego | CA | 05/2024 | 04/2026 |
| Park Avenue Securities | San Diego | CA | 09/2024 | 04/2026 |
| Mosley Wealth Management | San Diego | CA | 04/2026 | Present |
Mosley Insurance & Financial Services, Inc., insurance sales, insurance agent, start date April 2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-01 |
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