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39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
Branch Locations
39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States
Mill Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morling & Company | San Francisco | CA | 12/1985 | Present |
| Morling Financial Advisors, Llc | Fremont | CA | 12/1999 | Present |
| Systems Integration Solutions | Walnut Creek | CA | 01/2008 | Present |
| Commerce Solutions Inc. | San Francisco | CA | 06/1997 | Present |
(1) MORLING & COMPANY - ACCOUNTING AND FINANCIAL SERVICES FIRM (NOT INVESTMENT RELATED - CONSULTING AND INCOME TAX PREPARATION) 7049 Redwood Blvd Suite 205, Novato, CA 94945. MY POSITION IS PRINCIPAL AND PRESIDENT. I STARTED THE COMPANY IN 1985. 50% OF MY TIME IS DEVOTED TO THIS BUSINESS, 80 HOURS PER MONTH (40 HOURS DURING TRADING HOURS). (2) SYSTEMS INTEGRATION SOLUTIONS, INC., NON INVESTMENT-RELATED, 1255 TREAT BLVD, WALNUT CREEK, CA 94597, (IT STAFFING AND RECRUITING), CEO, AS OF JANUARY 2008, (60 HOURS PER MONTH) (20 HOURS DURING TRADING HOURS). (3) COMMERCE SOLUTIONS INC. NON INVESTMENT-RELATED. (44 MONTGOMERY STREET, SUITE 1900, SAN FRANCISCO, CA 94104) (IT INTEGRATION AND SECURITY SOLUTIONS), CO-MANAGING PARTNER, START DATE JUNE 1997, (20 HOURS PER MONTH), (8 HOURS DURING TRADING HOURS). (4) ART BY AIKO., NON INVESTMENT-RELATED, (GATE 480, ROAD 5, SUITE 232, SAUSOLITO, CA, 94965) (SCULPTURE FINE ART), GENERAL PARTNER, FINANCE PARTNER, START DATE JULY 2008, (ZERO HOURS PER MONTH). (5) WASHINGTON LABORATORIES., NON-INVESTMENT RELATED, (313 PARK AVE, SUITE 300, FALLS CHURCH, VA, 22046) (EMC TESTING AND PRODUCT CERTIFICATION), DIRECTOR, BOARD MEMBER, START DATE MAY 1999, (ZERO HOURS PER MONTH).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-17 |
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