Mona Hurtado

ENDURING WEALTH ADVISORS

Temecula, CA 92591

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CRD#: 7057747

Professional summary

Mona Hurtado, who also goes by Mona Green, Mona Pichardo, is a registered financial advisor currently at ENDURING WEALTH ADVISORS located in Temecula, California and LPL FINANCIAL LLC located in Temecula, California.

Mona is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Mona has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mona Green | Mona Pichardo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 02/24/2021 - Enduring Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 12/01/2022 - Door Dash - Not Investment Related - Location: Varies - Outside/W-2 Employment - Driver Food Delivery - Start Date - 12/03/2022 - 16 Hours Per Month/0 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mona Hurtado's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 3, 2023 - Present

ENDURING WEALTH ADVISORS

Office #1: 27555 Ynez Road Suite 212, Temecula, CA 92591

RIA

CRD#: 323320

Temecula, CA

Current

September 9, 2021 - Present

LPL FINANCIAL LLC

Office #1: 27555 Ynez Rd Ste 212 Tower Office Plaza, Temecula, CA 92591-4678

RIA

CRD#: 6413

Temecula, CA

Past

January 26, 2022 - April 5, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENDURING WEALTH ADVISORS

ENDURING WEALTH ADVISORS | ENDURING WEALTH ADVISORS, LLC

CRD#: 323320 / SEC#: 801-127552

RIA

Registered Investment Advisory firm - (3/30/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(1/24/2022)

IAR

California
(4/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/9/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/19/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

ENDURING WEALTH ADVISORS

ENDURING WEALTH ADVISORS | ENDURING WEALTH ADVISORS, LLC

CRD#: 323320 / SEC#: 801-127552

RIA

Registered Investment Advisory firm - (3/30/2023 Approved)

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Contact information

Main Address

27555 Ynez Road Suite 212, Temecula, CA 92591

Mailing Address

Phone number

(951) 693-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/27/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	412
AUM (Assets Under Management)	$ 111,821,583

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mona Hurtado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mona Hurtado's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDURING WEALTH ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

ENDURING WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2022

Series 7TO

Date: 9/9/2021

SIE

Date: 7/19/2019

FINRA

Current Firm

ENDURING WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDURING WEALTH ADVISORS

TRUST BUT VERIFY

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