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23734 Valencia Blvd, Suite 200, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-26 |
| CA | RA | APPROVED | 2005-10-20 |
Branch Locations
4299 Macarthur Blvd., Ste 204, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peebles Financial Services | Newport Beach | CA | 06/1976 | Present |
| Royal Alliance Associates, Inc. | New York | NY | 11/1989 | Present |
| Financial Security Solutions Corp. | Tarzana | CA | 10/2005 | Present |
1. CPA, TAX SERVICES, BOOK KEEPING AND/OR ACCOUNTING SERVICES, NO, PEEBLES FINANCIAL SERVICES, SOLE PROPRIETORSHIP, 4299 MACARTHUR BLVD #204 NEWPORT BEACH, CA 92660, OWNER, 1/1/1976, 150 HRS/MO, 30 DURING TRADING HRS, INCOME TAX PREPARATION. 2. INSURANCE, NO, PEEBLES FINANCIAL SERVICES, SOLE PROPRIETORSHIP, 4299 MACARTHUR BLVD #204 NEWPORT BEACH, CA 92660, OWNER, 1/1/1976, 1 HR/MO, 0 DURING TRADING HRS, INSURANCE SALES: FIXED LIFE, HEALTH; THROUGH: JACKSON NATIONAL, BLUE CROSS. 3. INVESTMENT ADVISORY SERVICES, YES, INDEPENDENT REGISTERED INVESTMENT ADVISOR: FINANCIAL SECURITY SOLUTIONS CORP, SOLE PROPRIETORSHIP, 4299 MACARTHUR BLVD #204 NEWPORT BEACH, CA 92660, ADVISOR, 1/1/2005, 20 HRS/MO, 5 DURING TRADING HRS, INVESTMENT ADVICE, FINANCIAL PLANNING FOR CLENTS. 4. REAL ESTATE RENTALS, NO, JIM PEEBLES, SOLE PROPRIETORSHIP, 4299 MACARTHUR BLVD #204 NEWPORT BEACH, CA 92660, OWNER, 1/1/2005, 1 HR/MO, 0 DURING TRADING HRS, THE RENTAL OF RESIDENTIAL DWELLING UNIT, CONDO, HOUSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-16 |
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