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5700 Stoneridge Mall Road. Suite 360, Pleasanton, CA 94588 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-02 |
Branch Locations
5700 Stoneridge Mall Road. Suite 360, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abundance Insurance Solutions, Inc. | Pleasanton | CA | 06/2014 | Present |
| Academy Of Financial Planning | Pleasanton | CA | 05/2016 | Present |
| Daven Sharma, Sole Proprietor, Davis & Company | Pleasanton | CA | 03/2017 | Present |
| Charity Tech Solutions, Inc. | Pleasanton | CA | 08/2018 | 06/2022 |
| Daven Sharma, Sole Proprietor Dba Financial Abundance Academy | Pleasanton | CA | 01/2016 | 12/2022 |
| Abundance Wealth Advisers, Llc | Pleasanton | CA | 09/2020 | Present |
| Strategic Advisors, Inc. | Pleasanton | CA | 10/2018 | 12/2022 |
| Zen Marketing Solutions, Inc. | Pleasanton | CA | 01/2000 | 12/2022 |
| Truekarma.oRg | Cheyenne | WY | 10/2018 | 12/2022 |
| Sharma & Davis Cpas | Pleasanton | CA | 06/2023 | Present |
| Truekarma.oRg | Pleasanton | CA | 01/2023 | Present |
| Upscale Stays Llc | Pleasanton | CA | 03/2024 | Present |
1) Abundance Insurance Solutions, Inc.; investment related; Pleasanton, CA; Insurance services and product sales; independent insurance agent; approximately 25% of time; 06/2014. 2) Sharma & Davis CPAs; Professional Accountancy Corporation; non-investment related; Pleasanton, CA; Accounting and Tax Services; Approximately 25% of time; 06/2023. 3) Academy of Financial Planning; Non-Profit Organization; 5% of time; No conflict; 05/2016. 4) Truekarma.org; Non-Profit Organization; ; Non Inv Rel-No conflict; Board Member/Treasurer; 5% of time; 01/2023. 5) Sole Proprietor dba Davis & Company; non inv rel; Pleasanton, CA; tax consultation and ins rel services; 20% of time; 03/2017. 6) Upscale Stays LLC; inv rel; Pleasanton, CA; real estate/short term rentals; Manager; approx 1% of time; 03/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-07 |
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