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Pismo Pacific Financial Services, LLC CRD 166260
$18.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1416 N. Porter Ave., Norman, OK 73071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2017-04-04 |
| CA | RA | APPROVED | 2013-03-12 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Pismo Pacific Financial Services, Llc | Norman | OK | 12/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-02 |
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