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419 Grand Avenue, South San Francisco, CA 94080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
419 Grand Avenue, South San Francisco, CA 94080 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C&R Tam | San Francisco | CA | 02/1998 | Present |
| Ameriprise Financial Services, Inc. | San Francisco | CA | 10/2009 | 06/2023 |
| Ameriprise Financial Services, Inc. | San Francisco | CA | 10/2009 | 06/2023 |
| Beyond Wealth Advisory Llc | South San Francisco | CA | 06/2023 | Present |
| Self | South San Francisco | CA | 08/2005 | Present |
BUSINESS OWNERSHIP: C&R TAM, TAX SERVICE; TAX PREPARATION (CPA), CO-OWNER WITH SPOUSE. LOCATED IN SOUTH SAN FRANCISCO, CA. EMPLOYED SINCE JANUARY 1995. THIS BUSINESS ACTIVITY TAKES APPROXIMATELY 10 HOURS PER WEEK DURING MARKET HOURS. NO INVESTMENT-RELATED SERVICES PROVIDED VIA THE CPA BUSINESS. NO MATERIAL CONFLICTS BEYOND THOSE DISCLOSED. INDEPENDENT INSURANCE AGENT; LOCATED IN SOUTH SAN FRANCISCO, CA. EMPLOYED SINCE AUGUST 2005. THIS BUSINESS ACTIVITY TAKES APPROXIMATELY 1 HOUR PER WEEK DURING MARKET HOURS. NO MATERIAL CONFLICTS BEYOND THOSE DISCLOSED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-17 |
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