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12474 Central Suite A, Chino, CA 91710-2603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax & Retirement Services | Ontario | CA | 01/2013 | Present |
| Self - David G De Koekkoek | Ontario | CA | 11/1995 | Present |
| Self - David G De Koekkoek | Ontario | CA | 11/1994 | Present |
Life Insurance Agent in California; Certified Financial Planner; Enrolled Agent registered with the IRS // DAVID DEKOEKKOEK - Management - Not Investment Related, - 5% of TIME - Property Management services (2003--Present) // Tax & Retirement Services - 100% OWNERSHIP - Not Investment Related - 75% of TIME - Tax Preparation, Planning and Consulting and Bookkeeping Services (1971--Present) // David De Koekkoek - Independent Insurance Agent - 1-2% of TIME - Sale and Servicing Annuities (1995--Present) // All Businesses / Activities are conducted from 2551 S Eudlid Avenue, Ontario, California 91762-6620
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
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