Adam Ochoa

LOTUSLAND PROPERTIES

Palm Desert, CA 92260

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CRD#: 7653795

Professional summary

Adam Ochoa is a registered financial advisor currently at LOTUSLAND PROPERTIES located in Palm Desert, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adam has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Adam Ochoa is a CPA with The Practice Certified Public Accountants, Inc. Approximately forty hours a week are spent on this other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Ochoa's 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

December 14, 2022 - Present

LOTUSLAND PROPERTIES

Office #1: 44651 Village Court Suite 125, Palm Desert, CA 92260

RIA

CRD#: 324016

Palm Desert, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(12/14/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2022

Uniform Investment Adviser Law Examination

Current Firm

LOTUSLAND PROPERTIES

LOTUSLAND PROPERTIES | LOTUSLAND PROPERTIES, INC

CRD#: 324016 / SEC#:

California

Registered Investment Advisory firm - (12/14/2022 Approved)

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Contact information

Main Address

44651 Village Court Suite 125, Palm Desert, CA 92260

Mailing Address

Phone number

(760) 777-7377

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Adam Ochoa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Ochoa's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOTUSLAND PROPERTIES

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2022

Current Firm

LOTUSLAND PROPERTIES

Contact information

Documents

Red Flags

Company Information

LOTUSLAND PROPERTIES

TRUST BUT VERIFY

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