at


Investment Adviser Firm Summary

SRS CAPITAL ADVISORS, INC. (CRD# 133535 / SEC# 801-67165)
Alternate Names: 7258 WEALTH MANAGEMENT, INC. , ENDURING WEALTH PARTNERS , SEAL FINANCIAL SERVICES , SIMONDAVIS ASSET MANAGEMENT , SIMONDAVIS ASSET MANAGEMENT, INC. , SIMONDAVIS, INC. , SRS CAPITAL ADVISORS, INC. , THE DAVIS AGENCY, INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 09/20/2006
California Terminated 10/18/2006
Colorado Terminated 11/14/2006
Georgia Terminated 05/24/2012

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 12/15/2015
California 04/14/2005
Colorado 09/20/2006
Florida 01/19/2017
Massachusetts 01/05/2009
Nebraska 12/15/2015
New York 12/15/2015
North Carolina 01/19/2017
Pennsylvania 01/25/2010
Texas 01/05/2009
Utah 01/19/2017
Virginia 01/19/2017
Washington 12/15/2015
Wisconsin 01/16/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser