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Bruce Mcindoe & Associates, Inc. CRD 294708
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
La Mesa, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruce Mcindoe & Associates, Inc. | La Mesa | CA | 08/1995 | 12/2017 |
| Bruce Mcindoe & Associates, Inc. | La Mesa | CA | 01/2018 | Present |
1. Bruce McIndoe & Associates, Inc. 10902 Calle Tezac, La Mesa CA 91941 Insurance & annuity agent Owner 1/1/18 45 hours/mo Duties: All activities relating to selling insurance and annuities. 2. Benjamin Un-Limited Not investment-related 10902 Calle Tezac, La Mesa CA 91941 Professional Organizing Owner March 1999 7.5 hours/month Duties: professional organizing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-26 |
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