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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2006-08-10 |
Branch Locations
1104 Nikki View Drive, Brandon, FL 33511 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Services & Investment Corp | Tampa | FL | 09/1988 | Present |
| Asset Money Mgt | Tampa | FL | 08/1994 | Present |
| Irm Distributors, Inc. | Carpinteria | CA | 08/1997 | Present |
| Lincoln Investment Planning, Inc. | Lutz | FL | 09/2005 | Present |
(1)ASSET MONEY MANAGEMENT INC.1104 NIKKI VIEW DRIVEBRANDON, FL 33511;FINANCIAL SERVICES AND FIXED,VARIABLE, HEALTH,LONG TERM CARE AND DIABILITY INSURANCE PRODUCTS; START 1991;DIRESTOR OF OPERATIONS AND AGENT;180 HRS/MO;140HRS/MO DURING TRADING; IR BRANDON, FL 33511;HRS/MO;0HR/MO DURING TRADING;. NIR 2) ASSET MONEY MGT INC; DBA AMM INC.; 1104 NIKKI VIEW DRIVE BRANDON, FL 33511;GRADIENT IMO; AGENT;START 5/2012; 5 HRS/MONTH; 2 HRS/MONTH DURING TRADING; IR 5)ASSET MONEY MGT INC; OWNER;1104 NIKKI VIEW DRIVEBRANDON, FL 33511 START 5/2012; OWNER:RENT PART OF THE BUILDING; 1 HRS/MONTH; 1 HRS/MONTH DURING TRADING; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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