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Fc360 Wealth Management, Inc. CRD 171788
$158M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1508 Eureka Road Suite 145, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-09-17 |
Branch Locations
1508 Eureka Road Suite 145, Roseville, CA 95661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fc360, Inc. | Roseville | CA | 09/2015 | Present |
(1) 09/01/2015 - CA Life & Health Insurance - License #0C82395 - Time Spent 1%. (2) 1/1/2018 - FC360 Tax Services, LLC - Licensed Tax Preparer and owner of FC360 Tax Services, LLC - Time Spent 15%. (3) 5/4/2018 - FC360 Insurance Agency, LLC - Managing Member - Time Spent 1%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-22 |
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