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22994 El Toro Rd, Lake Forest, CA 92630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2006-08-16 |
Branch Locations
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 |
|---|---|---|---|---|
| G.W. Sherwold Associates, Inc. | Lake Forest | CA | 08/2006 | Present |
| Benefits Exchange Alliance | Lake Forest | CA | 09/2012 | 11/2018 |
| Benefits Exchange Alliance | Lake Forest | CA | 11/2018 | Present |
| Ard Venture Group | Lake Forest | CA | 08/2022 | Present |
ARD VENTURE GROUP BUSINESS CONSULTING (RELATED TO MERGER & ACQUISITION ACTIVITY WITHIN THE INSURANCE INDUSTRY) LAKE FOREST, CA NON INVESTMENT RELATED CONSULTANT 08/2022 TO PRESENT 20 HOURS PER WEEK BENEFITS EXCHANGE ALLIANCE CORPORATE INSURANCE BROKER LAKE FOREST, CA INVESTMENT RELATED SALES AGENT 07/1995 TO PRESENT 40 HOURS PER WEEK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-20 |
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